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 Q3	$209K	Sell	5,121 -8,762	-63%	-$357K	﹤0.01%	5792
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

Lisanti Capital Growth New York $373M AUM 178.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial's GRDN Position: Q3 2026 in Review

LPL Financial reduced its Guardian Pharmacy Services (GRDN) stake by 63% in Q3 2026, selling an estimated $357K and leaving 5,121 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #5792.

LPL Financial first reported a position in GRDN in Q3 2024 and has held it in 9 quarters since. The position peaked at $623K in Q1 2026. 63 funds tracked by Wall St. Rank hold GRDN as of Q3 2026.

LPL Financial held 5,121 shares of Guardian Pharmacy Services worth $209K as of Q3 2026.
LPL Financial sold 8,762 Guardian Pharmacy Services shares in Q3 2026, an estimated $357K.
Guardian Pharmacy Services made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5792 holding.
LPL Financial first reported a position in Guardian Pharmacy Services in Q3 2024 and has held it in 9 quarters since.
LPL Financial's Guardian Pharmacy Services position peaked at $623K in Q1 2026.
63 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.