SOA Wealth Advisors
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SOA Wealth Advisors’s Guidewire Software GWRE Stock Holding History

SOA Wealth Advisors’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
Q3 		– Sell
-23
Closed -$2.83K – 867
2026
Q2 		$2.83K Buy
+23
New +$3.07K ﹤0.01% 744

Other funds holding GWRE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

SOA Wealth Advisors's GWRE Position: Q3 2026 in Review

SOA Wealth Advisors sold out of Guidewire Software (GWRE) in Q3 2026, closing a stake of 23 shares — an estimated $2.83K sold.

SOA Wealth Advisors first reported a position in GWRE in Q2 2026 and held it in 1 quarter. The position peaked at $2.83K in Q2 2026. 373 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

  • SOA Wealth Advisors reported no remaining Guidewire Software position as of Q3 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 23 Guidewire Software shares in Q3 2026, an estimated $2.83K.
  • SOA Wealth Advisors first reported a position in Guidewire Software in Q2 2026 and held it in 1 quarter.
  • SOA Wealth Advisors's Guidewire Software position peaked at $2.83K in Q2 2026.
  • 373 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.