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Allworth Financial’s Guardian Pharmacy Services GRDN Stock Holding History

Allworth Financial’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
Q2 		$1.34K Sell
32
-3
-9% -$116 ﹤0.01% 4647
2026
Q1 		$1.32K Buy
35
+18
+106% +$588 ﹤0.01% 4485
2025
Q4 		$512 Buy
17
+5
+42% +$141 ﹤0.01% 4519
2025
Q3 		$315 Buy
+12
New +$286 ﹤0.01% 4536

Other funds holding GRDN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Allworth Financial's GRDN Position: Q2 2026 in Review

Allworth Financial reduced its Guardian Pharmacy Services (GRDN) stake by 8.6% in Q2 2026, selling an estimated $116 and leaving 32 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #4647.

Allworth Financial first reported a position in GRDN in Q3 2025 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold GRDN as of Q2 2026.

  • Allworth Financial held 32 shares of Guardian Pharmacy Services worth $1.34K as of Q2 2026.
  • Allworth Financial sold 3 Guardian Pharmacy Services shares in Q2 2026, an estimated $116.
  • Guardian Pharmacy Services made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4647 holding.
  • Allworth Financial first reported a position in Guardian Pharmacy Services in Q3 2025 and has held it in 4 quarters since.
  • 190 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.