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 Q1	$942	Buy	+25	New	+$817	﹤0.01%	2635

Other funds holding GRDN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VCM

Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Root Financial Partners's GRDN Position: Q1 2026 in Review

Root Financial Partners opened a new position in Guardian Pharmacy Services (GRDN) in Q1 2026: 25 shares worth $942. The stake represents ﹤0.01% of the portfolio and ranks #2635 among its holdings.

171 funds tracked by Wall St. Rank hold GRDN as of Q1 2026.

Root Financial Partners held 25 shares of Guardian Pharmacy Services worth $942 as of Q1 2026.
Guardian Pharmacy Services was a new Root Financial Partners position in Q1 2026.
Guardian Pharmacy Services made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2635 holding.
171 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.