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Retirement Wealth Solutions’s Guidewire Software GWRE Stock Holding History

Retirement Wealth Solutions’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
Q2 		$2.09K Sell
17
-8
-32% -$1.07K ﹤0.01% 519
2026
Q1 		$3.74K Buy
25
+20
+400% +$3.04K ﹤0.01% 381
2025
Q4 		$1.01K Sell
5
-28
-85% -$6.19K ﹤0.01% 582
2025
Q3 		$7.59K Buy
+33
New +$7.5K 0.01% 252

Other funds holding GWRE

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Retirement Wealth Solutions's GWRE Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Guidewire Software (GWRE) stake by 32% in Q2 2026, selling an estimated $1.07K and leaving 17 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Retirement Wealth Solutions first reported a position in GWRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.59K in Q3 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Retirement Wealth Solutions held 17 shares of Guidewire Software worth $2.09K as of Q2 2026.
  • Retirement Wealth Solutions sold 8 Guidewire Software shares in Q2 2026, an estimated $1.07K.
  • Guidewire Software made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #519 holding.
  • Retirement Wealth Solutions first reported a position in Guidewire Software in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Guidewire Software position peaked at $7.59K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.