CFS
GRDN

Compass Financial Services’s Guardian Pharmacy Services GRDN Stock Holding History

Compass Financial Services’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 		– Sell
-2,848
Closed -$85.7K – 293
2025
Q4 		$85.7K Hold
2,848
– – 0.04% 75
2025
Q3 		$74.7K Hold
2,848
– – 0.03% 82
2025
Q2 		$60.7K Hold
2,848
– – 0.03% 83
2025
Q1 		$60.5K Hold
2,848
– – 0.03% 73
2024
Q4 		$57.7K Buy
+2,848
New +$58.8K 0.03% 61

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

Compass Financial Services's GRDN Position: Q1 2026 in Review

Compass Financial Services sold out of Guardian Pharmacy Services (GRDN) in Q1 2026, closing a stake of 2,848 shares — an estimated $85.7K sold.

Compass Financial Services first reported a position in GRDN in Q4 2024 and held it in 5 quarters. The position peaked at $85.7K in Q4 2025. 171 funds tracked by Wall St. Rank hold GRDN as of Q1 2026.

  • Compass Financial Services reported no remaining Guardian Pharmacy Services position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 2,848 Guardian Pharmacy Services shares in Q1 2026, an estimated $85.7K.
  • Compass Financial Services first reported a position in Guardian Pharmacy Services in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Guardian Pharmacy Services position peaked at $85.7K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.