PWPS
GRDN

Pinnacle Wealth Planning Services’s Guardian Pharmacy Services GRDN Stock Holding History

Pinnacle Wealth Planning Services’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 		$38.5K Buy
919
+96
+12% +$3.72K ﹤0.01% 1455
2026
Q1 		$31K Buy
823
+175
+27% +$5.72K ﹤0.01% 1467
2025
Q4 		$19.5K Buy
+648
New +$18.3K ﹤0.01% 1730

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

Pinnacle Wealth Planning Services's GRDN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Guardian Pharmacy Services (GRDN) stake by 12% in Q2 2026, buying an estimated $3.72K and bringing the position to 919 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Pinnacle Wealth Planning Services first reported a position in GRDN in Q4 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold GRDN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 919 shares of Guardian Pharmacy Services worth $38.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 96 Guardian Pharmacy Services shares in Q2 2026, an estimated $3.72K.
  • Guardian Pharmacy Services made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1455 holding.
  • Pinnacle Wealth Planning Services first reported a position in Guardian Pharmacy Services in Q4 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.