BGAI
GRDN

Bruce G. Allen Investments’s Guardian Pharmacy Services GRDN Stock Holding History

Bruce G. Allen Investments’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
Q1 		$1.28K Buy
34
+1
+3% +$33 ﹤0.01% 768
2025
Q4 		$993 Sell
33
-1
-3% -$28 ﹤0.01% 829
2025
Q3 		$892 Buy
34
+14
+70% +$334 ﹤0.01% 847
2025
Q2 		$426 Buy
+20
New +$451 ﹤0.01% 982

Other funds holding GRDN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bruce G. Allen Investments's GRDN Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Guardian Pharmacy Services (GRDN) stake by 3% in Q1 2026, buying an estimated $33 and bringing the position to 34 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Bruce G. Allen Investments first reported a position in GRDN in Q2 2025 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold GRDN as of Q1 2026.

  • Bruce G. Allen Investments held 34 shares of Guardian Pharmacy Services worth $1.28K as of Q1 2026.
  • Bruce G. Allen Investments bought 1 Guardian Pharmacy Services share in Q1 2026, an estimated $33.
  • Guardian Pharmacy Services made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #768 holding.
  • Bruce G. Allen Investments first reported a position in Guardian Pharmacy Services in Q2 2025 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.