Carson Wealth (CWM LLC)
GRDN

Carson Wealth (CWM LLC)’s Guardian Pharmacy Services GRDN Stock Holding History

Carson Wealth (CWM LLC)’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 		$9.04K Buy
240
+132
+122% +$4.31K ﹤0.01% 4814
2025
Q4 		$3K Buy
108
+47
+77% +$1.33K ﹤0.01% 5034
2025
Q3 		$2K Buy
61
+19
+45% +$453 ﹤0.01% 5060
2025
Q2 		$1K Sell
42
-33
-44% -$745 ﹤0.01% 5097
2025
Q1 		$2K Buy
+75
New +$1.54K ﹤0.01% 4846

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 $6.73T AUM 46.02% 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 $4.68T AUM
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 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 $113B AUM 38.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GRDN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Guardian Pharmacy Services (GRDN) stake by 122% in Q1 2026, buying an estimated $4.31K and bringing the position to 240 shares worth $9.04K. The position accounts for ﹤0.01% of the portfolio, ranked #4814.

Carson Wealth (CWM LLC) first reported a position in GRDN in Q1 2025 and has held it in 5 quarters since. 171 funds tracked by Wall St. Rank hold GRDN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 240 shares of Guardian Pharmacy Services worth $9.04K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 132 Guardian Pharmacy Services shares in Q1 2026, an estimated $4.31K.
  • Guardian Pharmacy Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4814 holding.
  • Carson Wealth (CWM LLC) first reported a position in Guardian Pharmacy Services in Q1 2025 and has held it in 5 quarters since.
  • 171 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.