SILVERCREST ASSET MANAGEMENT GROUP LLC GRDN β€” GUARDIAN PHARMACY SVCS INC

Ownership history in SILVERCREST ASSET MANAGEMENT GROUP LLC  Β·  3 quarters on record

AI Ownership Summary

SILVERCREST ASSET MANAGEMENT GROUP LLC reported GUARDIAN PHARMACY SVCS INC (GRDN) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.16% in 2025 Q4. The latest visible filing shows GRDN at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GRDN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SILVERCREST ASSET MANAGEMENT GROUP LLC's position in GUARDIAN PHARMACY SVCS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GRDN was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SILVERCREST ASSET MANAGEMENT GROUP LLC held GRDN β€” position size vs. price
% of Fund (quarterly)    GRDN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9.7% +25.2% ❌ 772,581 -82,756 -9.7% 0.16% $23.2M 2026-02-14 (Est.) $33.46
2025 Q3 REDUCED 6.4% +18.1% ❌ 855,337 -58,321 -6.4% 0.15% $22.4M 2025-11-14 $29.21
2025 Q2 INITIATED β€” β€” β€” 913,658 β€” β€” 0.13% $19.5M 2025-08-14 $23.89

FAQ About SILVERCREST ASSET MANAGEMENT GROUP LLC and GRDN

These are the practical questions this page is built to answer before you even open the full history table.

How long has SILVERCREST ASSET MANAGEMENT GROUP LLC reported owning GRDN?

SILVERCREST ASSET MANAGEMENT GROUP LLC reported GRDN across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported GRDN position in SILVERCREST ASSET MANAGEMENT GROUP LLC's portfolio?

The largest reported portfolio weight for GRDN was 0.16% in 2025 Q4.

What is the latest reported GRDN position on this page?

The most recent filing on this page is 2025 Q4, when SILVERCREST ASSET MANAGEMENT GROUP LLC reported 772,581 shares, equal to 0.16% of portfolio, with an estimated market value of $23.2M.

What does the chart on this GRDN ownership page compare?

The chart compares SILVERCREST ASSET MANAGEMENT GROUP LLC's quarterly GRDN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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