Root Financial Partners
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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
Q3 		$1.02K Buy
+25
New +$1.02K ﹤0.01% 2939
2026
Q2 		– Sell
-25
Closed -$942 – 3360
2026
Q1 		$942 Buy
+25
New +$817 ﹤0.01% 2635

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Root Financial Partners's GRDN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Guardian Pharmacy Services (GRDN) in Q3 2026: 25 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #2939 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GRDN as recently as Q1 2026.

Root Financial Partners first reported a position in GRDN in Q1 2026 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold GRDN as of Q3 2026.

  • Root Financial Partners held 25 shares of Guardian Pharmacy Services worth $1.02K as of Q3 2026.
  • Guardian Pharmacy Services was a new Root Financial Partners position in Q3 2026.
  • Guardian Pharmacy Services made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2939 holding.
  • Root Financial Partners first reported a position in Guardian Pharmacy Services in Q1 2026 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.