Mount Yale Investment Advisors »

Guardian Pharmacy Svcs shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Guardian Pharmacy Svcs (GRDN) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Guardian Pharmacy Svcs

Tip: Access up to 7 years of quarterly data

All positions including Guardian Pharmacy Svcs held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Guardian Pharmacy Svcs by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $253k 6.7k 37.66
2025-06-30 $172k 8.1k 21.31

More positions owned by Mount Yale Investment Advisors

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
JPMorgan Chase & Co. (JPM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Home Depot (HD)

View all positions for Mount Yale Investment Advisors

Top funds holding Guardian Pharmacy Svcs

BlackRock
Vanguard Group
Woodline Partners
Brown Advisory Holdings Incorporated
Vanguard Capital Management
Valiant Capital Management
Wellington Management Company
TimesSquare Capital Management
Robeco Investment Management
Franklin Resources
Jennison Associates
Silvercrest Asset Management Group
Loomis, Sayles and
Boone Capital Management
Aristotle Capital Boston

View all funds holding Guardian Pharmacy Svcs