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
Q2 		$794K Buy
18,953
+9,565
+102% +$370K ﹤0.01% 3762
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 $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

Envestnet Asset Management's GRDN Position: Q2 2026 in Review

Envestnet Asset Management increased its Guardian Pharmacy Services (GRDN) stake by 102% in Q2 2026, buying an estimated $370K and bringing the position to 18,953 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #3762.

Envestnet Asset Management first reported a position in GRDN in Q3 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold GRDN as of Q2 2026.

  • Envestnet Asset Management held 18,953 shares of Guardian Pharmacy Services worth $794K as of Q2 2026.
  • Envestnet Asset Management bought 9,565 Guardian Pharmacy Services shares in Q2 2026, an estimated $370K.
  • Guardian Pharmacy Services made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3762 holding.
  • Envestnet Asset Management first reported a position in Guardian Pharmacy Services in Q3 2024 and has held it in 7 quarters since.
  • 190 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.