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United Financial Planning Group’s Guidewire Software GWRE Stock Holding History

United Financial Planning Group’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
Closed -$201 – 528
2025
Q4 		$201 Buy
+1
New +$221 ﹤0.01% 468

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United Financial Planning Group's GWRE Position: Q1 2026 in Review

United Financial Planning Group sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 1 share — an estimated $201 sold.

United Financial Planning Group first reported a position in GWRE in Q4 2025 and held it in 1 quarter. The position peaked at $201 in Q4 2025. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • United Financial Planning Group reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 1 Guidewire Software share in Q1 2026, an estimated $201.
  • United Financial Planning Group first reported a position in Guidewire Software in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Guidewire Software position peaked at $201 in Q4 2025.
  • 597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.