LPL Financial
GRDN

LPL Financial’s Guardian Pharmacy Services GRDN Stock Holding History

LPL Financial’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 		$623K Buy
16,548
+50
+0.3% +$1.63K ﹤0.01% 4566
2025
Q4 		$496K Sell
16,498
-2,464
-13% -$69.7K ﹤0.01% 4721
2025
Q3 		$497K Buy
18,962
+1,228
+7% +$29.3K ﹤0.01% 4634
2025
Q2 		$378K Sell
17,734
-264
-1% -$5.96K ﹤0.01% 4606
2025
Q1 		$383K Buy
17,998
+319
+2% +$6.55K ﹤0.01% 4399
2024
Q4 		$358K Buy
17,679
+807
+5% +$16.7K ﹤0.01% 4370
2024
Q3 		$283K Buy
+16,872
New +$284K ﹤0.01% 4483

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

LPL Financial's GRDN Position: Q1 2026 in Review

LPL Financial increased its Guardian Pharmacy Services (GRDN) stake by 0.3% in Q1 2026, buying an estimated $1.63K and bringing the position to 16,548 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #4566.

LPL Financial first reported a position in GRDN in Q3 2024 and has held it in 7 quarters since. 171 funds tracked by Wall St. Rank hold GRDN as of Q1 2026.

  • LPL Financial held 16,548 shares of Guardian Pharmacy Services worth $623K as of Q1 2026.
  • LPL Financial bought 50 Guardian Pharmacy Services shares in Q1 2026, an estimated $1.63K.
  • Guardian Pharmacy Services made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4566 holding.
  • LPL Financial first reported a position in Guardian Pharmacy Services in Q3 2024 and has held it in 7 quarters since.
  • 171 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.