BGAI
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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
Q2 		$1.42K Hold
34
– – ﹤0.01% 749
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 $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
Woodline Partners
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
TimesSquare Capital Management
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Bruce G. Allen Investments's GRDN Position: Q2 2026 in Review

Bruce G. Allen Investments held its Guardian Pharmacy Services (GRDN) position steady in Q2 2026 at 34 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Bruce G. Allen Investments first reported a position in GRDN in Q2 2025 and has held it in 5 quarters since. 190 funds tracked by Wall St. Rank hold GRDN as of Q2 2026.

  • Bruce G. Allen Investments held 34 shares of Guardian Pharmacy Services worth $1.42K as of Q2 2026.
  • Bruce G. Allen Investments left its Guardian Pharmacy Services share count unchanged in Q2 2026.
  • Guardian Pharmacy Services made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #749 holding.
  • Bruce G. Allen Investments first reported a position in Guardian Pharmacy Services in Q2 2025 and has held it in 5 quarters since.
  • 190 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.