Brandywine Managers’s Guardant Health GH Stock Holding History

Brandywine Managers’s Portfolio GH Stock Details GH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$844K	Sell	9,133 -1,000	-10%	-$100K	0.5%	19
2025 Q4	$1.03M	Sell	10,133 -100	-1%	-$8.95K	0.51%	18
2025 Q3	$639K	Hold	10,233	–	–	0.61%	21
2025 Q2	$533K	Hold	10,233	–	–	0.53%	23
2025 Q1	$436K	Hold	10,233	–	–	0.52%	24
2024 Q4	$313K	Hold	10,233	–	–	0.33%	30
2024 Q3	$235K	Buy	10,233 +3,081	+43%	+$87.2K	0.25%	32
2024 Q2	$207K	Sell	7,152 -7,151	-50%	-$167K	0.22%	33
2024 Q1	$295K	Hold	14,303	–	–	0.29%	31
2023 Q4	$387K	Sell	14,303 -1,630	-10%	-$42.8K	0.42%	30
2023 Q3	$472K	Hold	15,933	–	–	0.8%	26
2023 Q2	$570K	Hold	15,933	–	–	0.38%	32
2023 Q1	$373K	Hold	15,933	–	–	0.27%	38
2022 Q4	$433K	Buy	15,933 +2,625	+20%	+$120K	1.51%	24
2022 Q3	$716K	Hold	13,308	–	–	2.36%	10
2022 Q2	$537K	Buy	13,308 +3,357	+34%	+$166K	1.32%	23
2022 Q1	$659K	Buy	9,951 +152	+2%	+$10.4K	1.14%	24
2021 Q4	$980K	Hold	9,799	–	–	1.11%	21
2021 Q3	$1.23M	Hold	9,799	–	–	1.28%	14
2021 Q2	$1.22M	Hold	9,799	–	–	1.39%	17
2021 Q1	$1.5M	Buy	9,799 +2,699	+38%	+$408K	1.99%	9
2020 Q4	$915K	Hold	7,100	–	–	1.26%	16
2020 Q3	$794K	Hold	7,100	–	–	1.51%	13
2020 Q2	$576K	Hold	7,100	–	–	2.37%	15
2020 Q1	$494K	Hold	7,100	–	–	0.17%	11
2019 Q4	$555K	Hold	7,100	–	–	0.17%	22
2019 Q3	$453K	Hold	7,100	–	–	0.15%	24
2019 Q2	$613K	Hold	7,100	–	–	0.23%	22
2019 Q1	$545K	Hold	7,100	–	–	0.22%	20
2018 Q4	$267K	Buy	+7,100	New	+$262K	0.13%	34

Other funds holding GH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brandywine Managers's GH Position: Q1 2026 in Review

Brandywine Managers reduced its Guardant Health (GH) stake by 9.9% in Q1 2026, selling an estimated $100K and leaving 9,133 shares worth $844K. The position accounts for 0.5% of the portfolio, ranked #19.

Brandywine Managers first reported a position in GH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.5M in Q1 2021. 481 funds tracked by Wall St. Rank hold GH as of Q1 2026.

Brandywine Managers held 9,133 shares of Guardant Health worth $844K as of Q1 2026.
Brandywine Managers sold 1,000 Guardant Health shares in Q1 2026, an estimated $100K.
Guardant Health made up 0.5% of Brandywine Managers's portfolio in Q1 2026, its #19 holding.
Brandywine Managers first reported a position in Guardant Health in Q4 2018 and has held it in 30 quarters since.
Brandywine Managers's Guardant Health position peaked at $1.5M in Q1 2021.
481 funds tracked by Wall St. Rank held Guardant Health as of Q1 2026.

Based on Brandywine Managers's 13F filing for Q1 2026, filed 14 May 2026.