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Venturi Wealth Management’s Guidewire Software GWRE Stock Holding History

Venturi 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
-1,673
Closed -$250K – 654
2026
Q1 		$250K Buy
+1,673
New +$255K 0.01% 523
2025
Q4 		– Sell
-1,200
Closed -$276K – 611
2025
Q3 		$276K Sell
1,200
-112
-9% -$25.5K 0.01% 460
2025
Q2 		$309K Buy
+1,312
New +$282K 0.02% 416
2025
Q1 		– Sell
-719
Closed -$121K – 1111
2024
Q4 		$121K Buy
719
+590
+457% +$110K 0.01% 695
2024
Q3 		$23.6K Buy
129
+6
+5% +$911 ﹤0.01% 971
2024
Q2 		$17K Buy
123
+4
+3% +$481 ﹤0.01% 977
2024
Q1 		$13.9K Buy
119
+7
+6% +$800 ﹤0.01% 841
2023
Q4 		$12.2K Sell
112
-80
-42% -$7.63K ﹤0.01% 828
2023
Q3 		$17.3K Buy
192
+99
+106% +$8.26K ﹤0.01% 667
2023
Q2 		$7.08K Sell
93
-19
-17% -$1.45K ﹤0.01% 697
2023
Q1 		$9.19K Buy
+112
New +$8.14K ﹤0.01% 729

Other funds holding GWRE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

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

Venturi Wealth Management sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 1,673 shares — an estimated $250K sold.

Venturi Wealth Management first reported a position in GWRE in Q1 2023 and held it in 11 quarters. The position peaked at $309K in Q2 2025. 60 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Venturi Wealth Management reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 1,673 Guidewire Software shares in Q2 2026, an estimated $250K.
  • Venturi Wealth Management first reported a position in Guidewire Software in Q1 2023 and held it in 11 quarters.
  • Venturi Wealth Management's Guidewire Software position peaked at $309K in Q2 2025.
  • 60 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.