Charles Schwab’s Guardian Pharmacy Services GRDN Stock Holding History

Charles Schwab’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	$2.52M	Sell	60,122 -54,604	-48%	-$2.11M	﹤0.01%	2711
2026 Q1	$4.32M	Buy	114,726 +13,426	+13%	+$439K	﹤0.01%	2464
2025 Q4	$3.05M	Buy	101,300 +40,809	+67%	+$1.15M	﹤0.01%	2630
2025 Q3	$1.59M	Buy	60,491 +21,897	+57%	+$522K	﹤0.01%	2808
2025 Q2	$822K	Buy	38,594 +11,686	+43%	+$264K	﹤0.01%	2962
2025 Q1	$572K	Buy	26,908 +56	+0.2%	+$1.15K	﹤0.01%	3030
2024 Q4	$544K	Buy	+26,852	New	+$554K	﹤0.01%	3118

Other funds holding GRDN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Charles Schwab's GRDN Position: Q2 2026 in Review

Charles Schwab reduced its Guardian Pharmacy Services (GRDN) stake by 48% in Q2 2026, selling an estimated $2.11M and leaving 60,122 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

Charles Schwab first reported a position in GRDN in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.32M in Q1 2026. 189 funds tracked by Wall St. Rank hold GRDN as of Q2 2026.

Charles Schwab held 60,122 shares of Guardian Pharmacy Services worth $2.52M as of Q2 2026.
Charles Schwab sold 54,604 Guardian Pharmacy Services shares in Q2 2026, an estimated $2.11M.
Guardian Pharmacy Services made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2711 holding.
Charles Schwab first reported a position in Guardian Pharmacy Services in Q4 2024 and has held it in 7 quarters since.
Charles Schwab's Guardian Pharmacy Services position peaked at $4.32M in Q1 2026.
189 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.