Superior Planning, LLC’s Guardian Pharmacy Services GRDN Stock Holding History

Superior Planning, LLC’s Portfolio GRDN Stock Details GRDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.45K	Buy	+60	New	+$2.45K	﹤0.01%	1492

Other funds holding GRDN

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Superior Planning, LLC's GRDN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Guardian Pharmacy Services (GRDN) in Q3 2026: 60 shares worth $2.45K. The stake represents ﹤0.01% of the portfolio and ranks #1492 among its holdings.

109 funds tracked by Wall St. Rank hold GRDN as of Q3 2026.

Superior Planning, LLC held 60 shares of Guardian Pharmacy Services worth $2.45K as of Q3 2026.
Guardian Pharmacy Services was a new Superior Planning, LLC position in Q3 2026.
Guardian Pharmacy Services made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1492 holding.
109 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.