R Squared’s Guardian Pharmacy Services GRDN Stock Holding History

R Squared’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 Q1	–	Sell	-1,470	Closed	-$29.8K	–	1582
2024 Q4	$29.8K	Buy	+1,470	New	+$30.4K	0.03%	712

Other funds holding GRDN

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

R Squared's GRDN Position: Q1 2025 in Review

R Squared sold out of Guardian Pharmacy Services (GRDN) in Q1 2025, closing a stake of 1,470 shares — an estimated $29.8K sold.

R Squared first reported a position in GRDN in Q4 2024 and held it in 1 quarter. The position peaked at $29.8K in Q4 2024. 74 funds tracked by Wall St. Rank hold GRDN as of Q1 2025.

R Squared reported no remaining Guardian Pharmacy Services position as of Q1 2025 after selling out during the quarter.
R Squared sold 1,470 Guardian Pharmacy Services shares in Q1 2025, an estimated $29.8K.
R Squared first reported a position in Guardian Pharmacy Services in Q4 2024 and held it in 1 quarter.
R Squared's Guardian Pharmacy Services position peaked at $29.8K in Q4 2024.
74 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.