PCM
GRDN

Penn Capital Management’s Guardian Pharmacy Services GRDN Stock Holding History

Penn Capital Management’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
2025
Q4 		– Sell
-14,650
Closed -$384K – 200
2025
Q3 		$384K Sell
14,650
-518,137
-97% -$12.3M 0.03% 156
2025
Q2 		$11.4M Buy
+532,787
New +$12M 0.98% 55

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VCM
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Wellington Management Group
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Boston Partners
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WP
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TCM
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Penn Capital Management's GRDN Position: Q4 2025 in Review

Penn Capital Management sold out of Guardian Pharmacy Services (GRDN) in Q4 2025, closing a stake of 14,650 shares — an estimated $384K sold.

Penn Capital Management first reported a position in GRDN in Q2 2025 and held it in 2 quarters. The position peaked at $11.4M in Q2 2025. 129 funds tracked by Wall St. Rank hold GRDN as of Q4 2025.

  • Penn Capital Management reported no remaining Guardian Pharmacy Services position as of Q4 2025 after selling out during the quarter.
  • Penn Capital Management sold 14,650 Guardian Pharmacy Services shares in Q4 2025, an estimated $384K.
  • Penn Capital Management first reported a position in Guardian Pharmacy Services in Q2 2025 and held it in 2 quarters.
  • Penn Capital Management's Guardian Pharmacy Services position peaked at $11.4M in Q2 2025.
  • 129 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q4 2025.

Based on Penn Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.