CA
GRDN

CSM Advisors’s Guardian Pharmacy Services GRDN Stock Holding History

CSM 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 		$3.1M Sell
74,005
-17,765
-19% -$688K 0.07% 279
2026
Q1 		$3.46M Sell
91,770
-24,325
-21% -$795K 0.08% 262
2025
Q4 		$3.49M Sell
116,095
-19,570
-14% -$554K 0.09% 232
2025
Q3 		$3.56M Buy
135,665
+39,360
+41% +$938K 0.1% 237
2025
Q2 		$2.05M Buy
+96,305
New +$2.17M 0.06% 283

Other funds holding GRDN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WP
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
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

CSM Advisors's GRDN Position: Q2 2026 in Review

CSM Advisors reduced its Guardian Pharmacy Services (GRDN) stake by 19% in Q2 2026, selling an estimated $688K and leaving 74,005 shares worth $3.1M. The position accounts for 0.07% of the portfolio, ranked #279.

CSM Advisors first reported a position in GRDN in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.56M in Q3 2025. 190 funds tracked by Wall St. Rank hold GRDN as of Q2 2026.

  • CSM Advisors held 74,005 shares of Guardian Pharmacy Services worth $3.1M as of Q2 2026.
  • CSM Advisors sold 17,765 Guardian Pharmacy Services shares in Q2 2026, an estimated $688K.
  • Guardian Pharmacy Services made up 0.07% of CSM Advisors's portfolio in Q2 2026, its #279 holding.
  • CSM Advisors first reported a position in Guardian Pharmacy Services in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Guardian Pharmacy Services position peaked at $3.56M in Q3 2025.
  • 190 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.