CA
GRDN

Clearstead Advisors’s Guardian Pharmacy Services GRDN Stock Holding History

Clearstead Advisors’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 		$5.61K Buy
+134
New +$5.19K ﹤0.01% 2156
2026
Q1 		– Sell
-2,628
Closed -$79.1K – 2889
2025
Q4 		$79.1K Buy
2,628
+1,741
+196% +$49.3K ﹤0.01% 1199
2025
Q3 		$23.3K Buy
887
+814
+1,115% +$19.4K ﹤0.01% 1579
2025
Q2 		$1.56K Buy
+73
New +$1.65K ﹤0.01% 2375

Other funds holding GRDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BSA
Braun Stacey Associates New York $3.53B AUM 63.32% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MCM
Mitchell Capital Management Leawood, Kansas $657M AUM 64.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Clearstead Advisors's GRDN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Guardian Pharmacy Services (GRDN) in Q2 2026: 134 shares worth $5.61K. The stake represents ﹤0.01% of the portfolio and ranks #2156 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in GRDN as recently as Q4 2025.

Clearstead Advisors first reported a position in GRDN in Q2 2025 and has held it in 4 quarters since. The position peaked at $79.1K in Q4 2025. 68 funds tracked by Wall St. Rank hold GRDN as of Q2 2026.

  • Clearstead Advisors held 134 shares of Guardian Pharmacy Services worth $5.61K as of Q2 2026.
  • Guardian Pharmacy Services was a new Clearstead Advisors position in Q2 2026.
  • Guardian Pharmacy Services made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2156 holding.
  • Clearstead Advisors first reported a position in Guardian Pharmacy Services in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Guardian Pharmacy Services position peaked at $79.1K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.