Private Trust Company’s Guardian Pharmacy Services GRDN Stock Holding History

Private Trust Company’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	$6.41K	Sell	153 -33	-18%	-$1.28K	﹤0.01%	2225
2026 Q1	$7K	Hold	186	–	–	﹤0.01%	2087
2025 Q4	$5.6K	Sell	186 -89	-32%	-$2.52K	﹤0.01%	2135
2025 Q3	$7.21K	Buy	275 +7	+3%	+$167	﹤0.01%	2028
2025 Q2	$5.71K	Hold	268	–	–	﹤0.01%	2011
2025 Q1	$5.7K	Hold	268	–	–	﹤0.01%	1985
2024 Q4	$5.43K	Hold	268	–	–	﹤0.01%	1950
2024 Q3	$4.5K	Buy	+268	New	+$4.52K	﹤0.01%	1984

Other funds holding GRDN

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Private Trust Company's GRDN Position: Q2 2026 in Review

Private Trust Company reduced its Guardian Pharmacy Services (GRDN) stake by 18% in Q2 2026, selling an estimated $1.28K and leaving 153 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Private Trust Company first reported a position in GRDN in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.21K in Q3 2025. 189 funds tracked by Wall St. Rank hold GRDN as of Q2 2026.

Private Trust Company held 153 shares of Guardian Pharmacy Services worth $6.41K as of Q2 2026.
Private Trust Company sold 33 Guardian Pharmacy Services shares in Q2 2026, an estimated $1.28K.
Guardian Pharmacy Services made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2225 holding.
Private Trust Company first reported a position in Guardian Pharmacy Services in Q3 2024 and has held it in 8 quarters since.
Private Trust Company's Guardian Pharmacy Services position peaked at $7.21K in Q3 2025.
189 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.