RFP
GRDN

Root Financial Partners’s Guardian Pharmacy Services GRDN Stock Holding History

Root Financial Partners’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 		– Sell
-25
Closed -$942 – 3360
2026
Q1 		$942 Buy
+25
New +$817 ﹤0.01% 2635

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WP
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VCM
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T. Rowe Price Investment Management
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Boston Partners
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Franklin Resources
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TCM
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Root Financial Partners's GRDN Position: Q2 2026 in Review

Root Financial Partners sold out of Guardian Pharmacy Services (GRDN) in Q2 2026, closing a stake of 25 shares — an estimated $942 sold.

Root Financial Partners first reported a position in GRDN in Q1 2026 and held it in 1 quarter. The position peaked at $942 in Q1 2026. 190 funds tracked by Wall St. Rank hold GRDN as of Q2 2026.

  • Root Financial Partners reported no remaining Guardian Pharmacy Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 25 Guardian Pharmacy Services shares in Q2 2026, an estimated $942.
  • Root Financial Partners first reported a position in Guardian Pharmacy Services in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Guardian Pharmacy Services position peaked at $942 in Q1 2026.
  • 190 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.