Envestnet Asset Management
GRDN

Envestnet Asset Management’s Guardian Pharmacy Services GRDN Stock Holding History

Envestnet Asset Management’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 		$354K Buy
+9,388
New +$307K ﹤0.01% 4179
2025
Q4 		– Sell
-9,220
Closed -$242K – 4707
2025
Q3 		$242K Sell
9,220
-2,906
-24% -$69.3K ﹤0.01% 4211
2025
Q2 		$258K Buy
12,126
+805
+7% +$18.2K ﹤0.01% 4101
2025
Q1 		$241K Sell
11,321
-689
-6% -$14.1K ﹤0.01% 4048
2024
Q4 		$243K Buy
12,010
+564
+5% +$11.6K ﹤0.01% 3996
2024
Q3 		$192K Buy
+11,446
New +$193K ﹤0.01% 4025

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

Envestnet Asset Management's GRDN Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Guardian Pharmacy Services (GRDN) in Q1 2026: 9,388 shares worth $354K. The stake represents ﹤0.01% of the portfolio and ranks #4179 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in GRDN as recently as Q3 2025.

Envestnet Asset Management first reported a position in GRDN in Q3 2024 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold GRDN as of Q1 2026.

  • Envestnet Asset Management held 9,388 shares of Guardian Pharmacy Services worth $354K as of Q1 2026.
  • Guardian Pharmacy Services was a new Envestnet Asset Management position in Q1 2026.
  • Guardian Pharmacy Services made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4179 holding.
  • Envestnet Asset Management first reported a position in Guardian Pharmacy Services in Q3 2024 and has held it in 6 quarters since.
  • 171 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.