Wellington Management Group’s Guardian Pharmacy Services GRDN Stock Holding History

Wellington Management Group’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	$72.4M	Sell	1,729,032 -36,087	-2%	-$1.4M	0.01%	636
2026 Q1	$66.5M	Buy	1,765,119 +641,987	+57%	+$21M	0.01%	646
2025 Q4	$33.8M	Sell	1,123,132 -20,597	-2%	-$583K	0.01%	850
2025 Q3	$30M	Buy	1,143,729 +36,072	+3%	+$860K	0.01%	876
2025 Q2	$23.6M	Buy	1,107,657 +642,733	+138%	+$14.5M	﹤0.01%	915
2025 Q1	$9.88M	Buy	464,924 +57,924	+14%	+$1.19M	﹤0.01%	1202
2024 Q4	$8.25M	Sell	407,000 -93,000	-19%	-$1.92M	﹤0.01%	1248
2024 Q3	$8.4M	Buy	+500,000	New	+$8.43M	﹤0.01%	1210

Other funds holding GRDN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wellington Management Group's GRDN Position: Q2 2026 in Review

Wellington Management Group reduced its Guardian Pharmacy Services (GRDN) stake by 2% in Q2 2026, selling an estimated $1.4M and leaving 1,729,032 shares worth $72.4M. The position accounts for 0.01% of the portfolio, ranked #636.

Wellington Management Group first reported a position in GRDN in Q3 2024 and has held it in 8 quarters since. 190 funds tracked by Wall St. Rank hold GRDN as of Q2 2026.

Wellington Management Group held 1,729,032 shares of Guardian Pharmacy Services worth $72.4M as of Q2 2026.
Wellington Management Group sold 36,087 Guardian Pharmacy Services shares in Q2 2026, an estimated $1.4M.
Guardian Pharmacy Services made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #636 holding.
Wellington Management Group first reported a position in Guardian Pharmacy Services in Q3 2024 and has held it in 8 quarters since.
190 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.