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Wealth Preservation Advisors’s Guidewire Software GWRE Stock Holding History

Wealth Preservation 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
Q1 		– Sell
-50
Closed -$10.1K – 1094
2025
Q4 		$10.1K Buy
+50
New +$11.1K 0.01% 298

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ROIC
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Wealth Preservation Advisors's GWRE Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 50 shares — an estimated $10.1K sold.

Wealth Preservation Advisors first reported a position in GWRE in Q4 2025 and held it in 1 quarter. The position peaked at $10.1K in Q4 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 50 Guidewire Software shares in Q1 2026, an estimated $10.1K.
  • Wealth Preservation Advisors first reported a position in Guidewire Software in Q4 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's Guidewire Software position peaked at $10.1K in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.