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Ritholtz Wealth Management’s Guidewire Software GWRE Stock Holding History

Ritholtz Wealth Management’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 		– Sell
-1,390
Closed -$279K – 1231
2025
Q4 		$279K Sell
1,390
-6
-0.4% -$1.33K 0.01% 924
2025
Q3 		$321K Buy
1,396
+15
+1% +$3.41K 0.01% 815
2025
Q2 		$325K Buy
+1,381
New +$297K 0.01% 772

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Massachusetts Financial Services
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State Street
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ROIC
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Ritholtz Wealth Management's GWRE Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 1,390 shares — an estimated $279K sold.

Ritholtz Wealth Management first reported a position in GWRE in Q2 2025 and held it in 3 quarters. The position peaked at $325K in Q2 2025. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Ritholtz Wealth Management reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 1,390 Guidewire Software shares in Q1 2026, an estimated $279K.
  • Ritholtz Wealth Management first reported a position in Guidewire Software in Q2 2025 and held it in 3 quarters.
  • Ritholtz Wealth Management's Guidewire Software position peaked at $325K in Q2 2025.
  • 597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.