PWMG
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Private Wealth Management Group’s Guidewire Software GWRE Stock Holding History

Private Wealth Management Group’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35K Sell
9
-1
-10% -$152 ﹤0.01% 1181
2025
Q4 		$2.01K Hold
10
– – ﹤0.01% 1077
2025
Q3 		$2.3K Hold
10
– – ﹤0.01% 1070
2025
Q2 		$2.35K Hold
10
– – ﹤0.01% 1035
2025
Q1 		$1.87K Hold
10
– – ﹤0.01% 1075
2024
Q4 		$1.69K Hold
10
– – ﹤0.01% 1146
2024
Q3 		$1.83K Buy
10
+1
+11% +$152 ﹤0.01% 1101
2024
Q2 		$1.24K Hold
9
– – ﹤0.01% 1215
2024
Q1 		$1.05K Hold
9
– – ﹤0.01% 1247
2023
Q4 		$982 Buy
+9
New +$859 ﹤0.01% 1280

Other funds holding GWRE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return