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
Q2 		$795 Buy
19
+14
+280% +$542 ﹤0.01% 4036
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 $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

EverSource Wealth Advisors's GRDN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Guardian Pharmacy Services (GRDN) stake by 280% in Q2 2026, buying an estimated $542 and bringing the position to 19 shares worth $795. The position accounts for ﹤0.01% of the portfolio, ranked #4036.

EverSource Wealth Advisors first reported a position in GRDN in Q1 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold GRDN as of Q2 2026.

  • EverSource Wealth Advisors held 19 shares of Guardian Pharmacy Services worth $795 as of Q2 2026.
  • EverSource Wealth Advisors bought 14 Guardian Pharmacy Services shares in Q2 2026, an estimated $542.
  • Guardian Pharmacy Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4036 holding.
  • EverSource Wealth Advisors first reported a position in Guardian Pharmacy Services in Q1 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.