UBS AM
GRDN

UBS AM’s Guardian Pharmacy Services GRDN Stock Holding History

UBS AM’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 		$1.02M Buy
24,249
+1,464
+6% +$56.7K ﹤0.01% 2337
2026
Q1 		$858K Buy
22,785
+11,232
+97% +$367K ﹤0.01% 2396
2025
Q4 		$348K Buy
11,553
+62
+0.5% +$1.75K ﹤0.01% 2390
2025
Q3 		$301K Buy
+11,491
New +$274K ﹤0.01% 2202

Other funds holding GRDN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

UBS AM's GRDN Position: Q2 2026 in Review

UBS AM increased its Guardian Pharmacy Services (GRDN) stake by 6.4% in Q2 2026, buying an estimated $56.7K and bringing the position to 24,249 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

UBS AM first reported a position in GRDN in Q3 2025 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold GRDN as of Q2 2026.

  • UBS AM held 24,249 shares of Guardian Pharmacy Services worth $1.02M as of Q2 2026.
  • UBS AM bought 1,464 Guardian Pharmacy Services shares in Q2 2026, an estimated $56.7K.
  • Guardian Pharmacy Services made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2337 holding.
  • UBS AM first reported a position in Guardian Pharmacy Services in Q3 2025 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.