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 Q2	$581K	Sell	13,883 -2,665	-16%	-$103K	﹤0.01%	4894
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

LPL Financial's GRDN Position: Q2 2026 in Review

LPL Financial reduced its Guardian Pharmacy Services (GRDN) stake by 16% in Q2 2026, selling an estimated $103K and leaving 13,883 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #4894.

LPL Financial first reported a position in GRDN in Q3 2024 and has held it in 8 quarters since. The position peaked at $623K in Q1 2026. 190 funds tracked by Wall St. Rank hold GRDN as of Q2 2026.

LPL Financial held 13,883 shares of Guardian Pharmacy Services worth $581K as of Q2 2026.
LPL Financial sold 2,665 Guardian Pharmacy Services shares in Q2 2026, an estimated $103K.
Guardian Pharmacy Services made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4894 holding.
LPL Financial first reported a position in Guardian Pharmacy Services in Q3 2024 and has held it in 8 quarters since.
LPL Financial's Guardian Pharmacy Services position peaked at $623K in Q1 2026.
190 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.