EWA
GRDN

EverSource Wealth Advisors’s Guardian Pharmacy Services GRDN Stock Holding History

EverSource Wealth 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 		$188 Buy
+5
New +$163 ﹤0.01% 4209
2025
Q2 		– Sell
-22
Closed -$468 – 4384
2025
Q1 		$468 Buy
+22
New +$451 ﹤0.01% 3479

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

EverSource Wealth Advisors's GRDN Position: Q1 2026 in Review

EverSource Wealth Advisors opened a new position in Guardian Pharmacy Services (GRDN) in Q1 2026: 5 shares worth $188. The stake represents ﹤0.01% of the portfolio and ranks #4209 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in GRDN as recently as Q1 2025.

EverSource Wealth Advisors first reported a position in GRDN in Q1 2025 and has held it in 2 quarters since. The position peaked at $468 in Q1 2025. 171 funds tracked by Wall St. Rank hold GRDN as of Q1 2026.

  • EverSource Wealth Advisors held 5 shares of Guardian Pharmacy Services worth $188 as of Q1 2026.
  • Guardian Pharmacy Services was a new EverSource Wealth Advisors position in Q1 2026.
  • Guardian Pharmacy Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4209 holding.
  • EverSource Wealth Advisors first reported a position in Guardian Pharmacy Services in Q1 2025 and has held it in 2 quarters since.
  • EverSource Wealth Advisors's Guardian Pharmacy Services position peaked at $468 in Q1 2025.
  • 171 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.