Creative Planning’s Guardian Pharmacy Services GRDN Stock Holding History

Creative Planning’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	$239K	Buy	+5,716	New	+$221K	﹤0.01%	3752

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

Creative Planning's GRDN Position: Q2 2026 in Review

Creative Planning opened a new position in Guardian Pharmacy Services (GRDN) in Q2 2026: 5,716 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #3752 among its holdings.

189 funds tracked by Wall St. Rank hold GRDN as of Q2 2026.

Creative Planning held 5,716 shares of Guardian Pharmacy Services worth $239K as of Q2 2026.
Guardian Pharmacy Services was a new Creative Planning position in Q2 2026.
Guardian Pharmacy Services made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3752 holding.
189 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.