As of the latest SEC filings, Guardian Pharmacy Services, Inc. (GRDN) is held by 208 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $34,715,477.58 in market value, representing a significant portion of its portfolio.
Funds holding Guardian Pharmacy Services, Inc. (GRDN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- GRDN
- CIK:
- 0001802255
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $34,715,477.58 | 921,813 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $20,758,267.32 | 551,202 | Mar 31, 2026 | May 28, 2026 |
|
BAUUX
Brown Advisory Small-Cap Fundamental Value Fund
|
MF | Independent / Boutique | 1.87% | $20,177,060.54 | 535,769 | Mar 31, 2026 | May 27, 2026 |
|
LSSNX
Loomis Sayles Small Cap Growth Fund
|
MF | Independent / Boutique | 1.02% | $19,652,042.48 | 521,828 | Mar 31, 2026 | May 29, 2026 |
|
PMYAX
Putnam Core Equity Fund
|
MF | Independent / Boutique | 0.31% | $18,851,808.50 | 508,135 | Apr 30, 2026 | Jun 24, 2026 |
|
FIDGX
Fidelity Small Cap Growth Fund
|
MF | Fidelity | 0.21% | $17,689,280.00 | 476,800 | Apr 30, 2026 | Jun 26, 2026 |
|
OTCFX
T. Rowe Price Small-Cap Stock Fund, Inc.
|
MF | T. Rowe Price | 0.16% | $12,860,287.44 | 341,484 | Mar 31, 2026 | May 28, 2026 |
|
PGOAX
PGIM Jennison Small Company Fund
|
MF | PGIM / Prudential | 0.38% | $12,176,833.76 | 323,336 | Mar 31, 2026 | May 27, 2026 |
|
-
AST Small-Cap Equity Portfolio
|
ETF | Independent / Boutique | 0.65% | $12,052,066.18 | 320,023 | Mar 31, 2026 | May 27, 2026 |
|
TGSAX
Templeton Global Smaller Companies Fund
|
MF | Independent / Boutique | 1.35% | $11,115,032.43 | 331,693 | Feb 28, 2026 | Apr 23, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $10,349,193.96 | 274,806 | Mar 31, 2026 | May 28, 2026 |
|
FCDTX
Fidelity Stock Selector Small Cap Fund
|
MF | Fidelity | 0.13% | $9,264,797.50 | 249,725 | Apr 30, 2026 | Jun 26, 2026 |
|
FSLCX
Fidelity Small Cap Stock Fund
|
MF | Fidelity | 0.72% | $9,226,770.00 | 248,700 | Apr 30, 2026 | Jun 26, 2026 |
|
FOCSX
Fidelity Small Cap Growth K6 Fund
|
MF | Fidelity | 0.21% | $8,967,478.10 | 241,711 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $8,280,126.40 | 223,184 | Apr 30, 2026 | Jun 26, 2026 |
|
LMASX
ClearBridge Small Cap Fund
|
MF | Franklin Templeton | 0.98% | $7,153,362.30 | 192,813 | Apr 30, 2026 | Jun 22, 2026 |
|
BPSIX
Boston Partners Small Cap Value Fund II
|
MF | Independent / Boutique | 0.92% | $7,130,458.86 | 212,786 | Feb 28, 2026 | Apr 28, 2026 |
|
TRSSX
T. Rowe Price Institutional Small-Cap Stock Fund
|
MF | T. Rowe Price | 0.16% | $7,025,397.68 | 186,548 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.06% | $6,980,808.24 | 185,364 | Mar 31, 2026 | May 28, 2026 |
|
FSOPX
Fidelity Series Small Cap Opportunities Fund
|
MF | Fidelity | 0.13% | $6,564,622.40 | 176,944 | Apr 30, 2026 | Jun 26, 2026 |
|
IHSVX
THE HARTFORD SMALL COMPANY FUND
|
MF | Independent / Boutique | 0.97% | $6,473,059.60 | 174,476 | Apr 30, 2026 | Jun 25, 2026 |
|
FYC
First Trust Small Cap Growth AlphaDEX Fund
|
ETF | First Trust | 0.55% | $5,742,783.20 | 154,792 | Apr 30, 2026 | Jun 23, 2026 |
|
FSSLX
Fidelity Series Small Cap Core Fund
|
MF | Fidelity | 0.35% | $5,724,715.50 | 154,305 | Apr 30, 2026 | Jun 26, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.14% | $5,420,310.00 | 146,100 | Apr 30, 2026 | Jun 24, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.06% | $5,327,893.90 | 143,609 | Apr 30, 2026 | Jun 26, 2026 |
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