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
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 $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

CSM Advisors's GRDN Position: Q1 2026 in Review

CSM Advisors reduced its Guardian Pharmacy Services (GRDN) stake by 21% in Q1 2026, selling an estimated $795K and leaving 91,770 shares worth $3.46M. The position accounts for 0.08% of the portfolio, ranked #262.

CSM Advisors first reported a position in GRDN in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.56M in Q3 2025. 171 funds tracked by Wall St. Rank hold GRDN as of Q1 2026.

  • CSM Advisors held 91,770 shares of Guardian Pharmacy Services worth $3.46M as of Q1 2026.
  • CSM Advisors sold 24,325 Guardian Pharmacy Services shares in Q1 2026, an estimated $795K.
  • Guardian Pharmacy Services made up 0.08% of CSM Advisors's portfolio in Q1 2026, its #262 holding.
  • CSM Advisors first reported a position in Guardian Pharmacy Services in Q2 2025 and has held it in 4 quarters since.
  • CSM Advisors's Guardian Pharmacy Services position peaked at $3.56M in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.