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UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in GRDN — Guardian Pharmacy Services, Inc.

CIK 861177 NEW YORK, NY

Position in GRDN

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,015,305
+$157,223 QoQ
Shares Held
24,249
+6.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 188 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 48% Shared 0% None 52%

Common Shares in GRDN Over Time

Shares Held

Position Value (USD)

Position in Medical Care Facilities

Healthcare · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $798,291,001 across 32 Medical Care Facilities names. GRDN ranks #24 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in GRDN

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,015,305 24,249
2026-03-31 $858,082 22,785
2025-12-31 $347,629 11,553
2025-09-30 $301,408 11,491