AssetMark Inc’s Guardian Pharmacy Services GRDN Stock Holding History

AssetMark Inc’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	$449	Buy	+11	New	+$449	﹤0.01%	3434

Other funds holding GRDN

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Investment Research & Advisory Group Atlanta, Georgia $337M AUM 19.8% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

AssetMark Inc's GRDN Position: Q3 2026 in Review

AssetMark Inc opened a new position in Guardian Pharmacy Services (GRDN) in Q3 2026: 11 shares worth $449. The stake represents ﹤0.01% of the portfolio and ranks #3434 among its holdings.

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

AssetMark Inc held 11 shares of Guardian Pharmacy Services worth $449 as of Q3 2026.
Guardian Pharmacy Services was a new AssetMark Inc position in Q3 2026.
Guardian Pharmacy Services made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3434 holding.
11 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.