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
Q2 		– Sell
-6,705
Closed -$253K – 1278
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 $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

Mount Yale Investment Advisors's GRDN Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Guardian Pharmacy Services (GRDN) in Q2 2026, closing a stake of 6,705 shares — an estimated $253K sold.

Mount Yale Investment Advisors first reported a position in GRDN in Q2 2025 and held it in 2 quarters. The position peaked at $253K in Q1 2026. 190 funds tracked by Wall St. Rank hold GRDN as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining Guardian Pharmacy Services position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,705 Guardian Pharmacy Services shares in Q2 2026, an estimated $253K.
  • Mount Yale Investment Advisors first reported a position in Guardian Pharmacy Services in Q2 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Guardian Pharmacy Services position peaked at $253K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.