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 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 $1.9T AUM 41.92% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group's GRDN Position: Q1 2026 in Review

Wellington Management Group increased its Guardian Pharmacy Services (GRDN) stake by 57% in Q1 2026, buying an estimated $21M and bringing the position to 1,765,119 shares worth $66.5M. The position accounts for 0.01% of the portfolio, ranked #646.

Wellington Management Group first reported a position in GRDN in Q3 2024 and has held it in 7 quarters since. 171 funds tracked by Wall St. Rank hold GRDN as of Q1 2026.

Wellington Management Group held 1,765,119 shares of Guardian Pharmacy Services worth $66.5M as of Q1 2026.
Wellington Management Group bought 641,987 Guardian Pharmacy Services shares in Q1 2026, an estimated $21M.
Guardian Pharmacy Services made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #646 holding.
Wellington Management Group first reported a position in Guardian Pharmacy Services in Q3 2024 and has held it in 7 quarters since.
171 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.