RMG Wealth Management’s Guidewire Software GWRE Stock Holding History

RMG 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 Q2	–	Sell	-9	Closed	-$1.21K	–	631
2026 Q1	$1.21K	Buy	+9	New	+$1.37K	﹤0.01%	534

Other funds holding GWRE

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

RMG Wealth Management's GWRE Position: Q2 2026 in Review

RMG Wealth Management sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 9 shares — an estimated $1.21K sold.

RMG Wealth Management first reported a position in GWRE in Q1 2026 and held it in 1 quarter. The position peaked at $1.21K in Q1 2026. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

RMG Wealth Management reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
RMG Wealth Management sold 9 Guidewire Software shares in Q2 2026, an estimated $1.21K.
RMG Wealth Management first reported a position in Guidewire Software in Q1 2026 and held it in 1 quarter.
RMG Wealth Management's Guidewire Software position peaked at $1.21K in Q1 2026.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.