MYIA
GRDN

Mount Yale Investment Advisors’s Guardian Pharmacy Services GRDN Stock Holding History

Mount Yale Investment 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 		$253K Buy
+6,705
New +$219K 0.01% 968
2025
Q3 		– Sell
-8,088
Closed -$172K – 1665
2025
Q2 		$172K Buy
+8,088
New +$183K 0.01% 563

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 $6.8B AUM 45.85% 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 $113B AUM 38.87% 1-Year Est. Return

Mount Yale Investment Advisors's GRDN Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Guardian Pharmacy Services (GRDN) in Q1 2026: 6,705 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #968 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in GRDN as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in GRDN in Q2 2025 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold GRDN as of Q1 2026.

  • Mount Yale Investment Advisors held 6,705 shares of Guardian Pharmacy Services worth $253K as of Q1 2026.
  • Guardian Pharmacy Services was a new Mount Yale Investment Advisors position in Q1 2026.
  • Guardian Pharmacy Services made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #968 holding.
  • Mount Yale Investment Advisors first reported a position in Guardian Pharmacy Services in Q2 2025 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.