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ENVESTNET ASSET MANAGEMENT INC

Position in GRDN — Guardian Pharmacy Services, Inc.

CIK 1407543 Berwyn, PA

Position in GRDN

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$793,562
+$440,010 QoQ
Shares Held
18,953
+101.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 188 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in GRDN Over Time

Shares Held

Position Value (USD)

Position in Medical Care Facilities

Healthcare · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $323,508,085 across 27 Medical Care Facilities names. GRDN ranks #20 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in GRDN

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $793,562 18,953
2026-03-31 $353,552 9,388
2025-09-30 $241,840 9,220
2025-06-30 $258,405 12,126
2025-03-31 $240,684 11,321
2024-12-31 $243,322 12,010
2024-09-30 $192,292 11,446