True Wealth Design’s Guidewire Software GWRE Stock Holding History

True Wealth Design’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	$16.2K	Sell	132 -148	-53%	-$19.7K	﹤0.01%	893
2026 Q1	$41.9K	Buy	280 +71	+34%	+$10.8K	0.01%	458
2025 Q4	$42K	Sell	209 -379	-64%	-$83.8K	0.01%	379
2025 Q3	$135K	Buy	588 +176	+43%	+$40K	0.04%	114
2025 Q2	$97K	Buy	412 +4	+1%	+$859	0.03%	108
2025 Q1	$76.4K	Sell	408 -269	-40%	-$52.3K	0.03%	128
2024 Q4	$114K	Buy	677 +85	+14%	+$15.9K	0.04%	63
2024 Q3	$108K	Buy	+592	New	+$89.9K	0.04%	54

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

True Wealth Design's GWRE Position: Q2 2026 in Review

True Wealth Design reduced its Guidewire Software (GWRE) stake by 53% in Q2 2026, selling an estimated $19.7K and leaving 132 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

True Wealth Design first reported a position in GWRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $135K in Q3 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

True Wealth Design held 132 shares of Guidewire Software worth $16.2K as of Q2 2026.
True Wealth Design sold 148 Guidewire Software shares in Q2 2026, an estimated $19.7K.
Guidewire Software made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #893 holding.
True Wealth Design first reported a position in Guidewire Software in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Guidewire Software position peaked at $135K in Q3 2025.
547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.