SI
GRDN

Stephens Inc’s Guardian Pharmacy Services GRDN Stock Holding History

Stephens Inc’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 		$282K Buy
+7,500
New +$245K ﹤0.01% 1065
2025
Q3 		– Sell
-36,400
Closed -$776K – 1376
2025
Q2 		$776K Buy
+36,400
New +$821K 0.01% 697
2025
Q1 		– Sell
-10,450
Closed -$212K – 1324
2024
Q4 		$212K Sell
10,450
-800
-7% -$16.5K ﹤0.01% 1149
2024
Q3 		$189K Buy
+11,250
New +$190K ﹤0.01% 1201

Other funds holding GRDN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Brown Advisory
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stephens Inc's GRDN Position: Q1 2026 in Review

Stephens Inc opened a new position in Guardian Pharmacy Services (GRDN) in Q1 2026: 7,500 shares worth $282K. The stake represents ﹤0.01% of the portfolio and ranks #1065 among its holdings. This is a return to the name: Stephens Inc previously reported a position in GRDN as recently as Q2 2025.

Stephens Inc first reported a position in GRDN in Q3 2024 and has held it in 4 quarters since. The position peaked at $776K in Q2 2025. 171 funds tracked by Wall St. Rank hold GRDN as of Q1 2026.

  • Stephens Inc held 7,500 shares of Guardian Pharmacy Services worth $282K as of Q1 2026.
  • Guardian Pharmacy Services was a new Stephens Inc position in Q1 2026.
  • Guardian Pharmacy Services made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1065 holding.
  • Stephens Inc first reported a position in Guardian Pharmacy Services in Q3 2024 and has held it in 4 quarters since.
  • Stephens Inc's Guardian Pharmacy Services position peaked at $776K in Q2 2025.
  • 171 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.