OrbiMed’s Guardant Health GH Stock Holding History

OrbiMed’s Portfolio GH Stock Details GH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$87.6M	Buy	583,700 +148,500	+34%	+$16.2M	1.62%	11
2026 Q1	$40.2M	Buy	+435,200	New	+$43.7M	0.8%	38
2022 Q4	–	Sell	-992,400	Closed	-$53.4M	–	121
2022 Q3	$53.4M	Sell	992,400 -41,000	-4%	-$2.1M	0.99%	37
2022 Q2	$41.7M	Sell	1,033,400 -292,000	-22%	-$14.5M	0.76%	43
2022 Q1	$87.8M	Buy	1,325,400 +98,000	+8%	+$6.71M	1.42%	23
2021 Q4	$123M	Hold	1,227,400	–	–	1.58%	23
2021 Q3	$153M	Hold	1,227,400	–	–	1.69%	16
2021 Q2	$152M	Buy	1,227,400 +250,000	+26%	+$33.6M	1.54%	18
2021 Q1	$149M	Buy	977,400 +439,200	+82%	+$66.4M	1.4%	20
2020 Q4	$69.4M	Buy	538,200 +383,900	+249%	+$44.2M	0.61%	45
2020 Q3	$17.2M	Buy	+154,300	New	+$14.1M	0.22%	92
2019 Q2	–	Sell	-1,534,464	Closed	-$118M	–	131
2019 Q1	$118M	Hold	1,534,464	–	–	1.82%	15
2018 Q4	$57.7M	Buy	+1,534,464	New	+$56.5M	1.07%	29

Other funds holding GH

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

OrbiMed's GH Position: Q2 2026 in Review

OrbiMed increased its Guardant Health (GH) stake by 34% in Q2 2026, buying an estimated $16.2M and bringing the position to 583,700 shares worth $87.6M. The position accounts for 1.62% of the portfolio, ranked #11.

OrbiMed first reported a position in GH in Q4 2018 and has held it in 13 quarters since. The position peaked at $153M in Q3 2021. 597 funds tracked by Wall St. Rank hold GH as of Q2 2026.

OrbiMed held 583,700 shares of Guardant Health worth $87.6M as of Q2 2026.
OrbiMed bought 148,500 Guardant Health shares in Q2 2026, an estimated $16.2M.
Guardant Health made up 1.62% of OrbiMed's portfolio in Q2 2026, its #11 holding.
OrbiMed first reported a position in Guardant Health in Q4 2018 and has held it in 13 quarters since.
OrbiMed's Guardant Health position peaked at $153M in Q3 2021.
597 funds tracked by Wall St. Rank held Guardant Health as of Q2 2026.

Based on OrbiMed's 13F filing for Q2 2026, filed 14 Aug 2026.