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Wellington group discloses 3.1% Guardian Pharmacy (GRDN) stake in 13G/A

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Guardian Pharmacy Services, Inc. (GRDN) received an amended Schedule 13G from a Wellington-affiliated group reporting a minority ownership position. Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP report beneficial ownership of 1,123,132 shares of common stock, representing 3.1% of the class as of the event date 12/31/2025.

The group reports no sole voting or dispositive power, with shared voting power over 793,969 shares and shared dispositive power over 1,123,132 shares. The securities are owned of record by clients of Wellington investment advisers, and no individual client is said to hold more than five percent of the class. The filing certifies the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Guardian Pharmacy Services.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

What does Wellington’s Schedule 13G/A filing show for Guardian Pharmacy Services (GRDN)?

The filing shows Wellington-affiliated entities reporting beneficial ownership of 1,123,132 GRDN common shares, equal to 3.1% of the class. The position is reported on an amended Schedule 13G as of 12/31/2025, indicating a passive, minority stake.

How many Guardian Pharmacy Services (GRDN) shares does Wellington report owning?

Wellington entities report beneficial ownership of 1,123,132 GRDN common shares. They disclose shared voting power over 793,969 shares and shared dispositive power over 1,123,132 shares, with no sole voting or dispositive authority reported in the filing.

What percentage of Guardian Pharmacy Services (GRDN) does Wellington’s group own?

The Wellington group reports owning 3.1% of Guardian Pharmacy Services’ common stock. This percentage reflects the 1,123,132 shares beneficially owned, indicating a sub-5% minority holding consistent with a passive institutional investment position.

Who are the reporting persons in the Guardian Pharmacy Services (GRDN) Schedule 13G/A?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP. These entities report indirect beneficial ownership through investment adviser subsidiaries whose clients hold the GRDN shares of record.

Are Wellington’s GRDN shares held to influence control of Guardian Pharmacy Services?

The filing states the GRDN securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Guardian Pharmacy Services, consistent with a passive institutional ownership certification under Schedule 13G.

Who actually holds the Guardian Pharmacy Services (GRDN) shares reported by Wellington?

The securities are owned of record by clients of one or more Wellington investment advisers. Those clients have rights to dividends and sale proceeds, and no client is stated to hold more than five percent of Guardian Pharmacy Services’ common stock.
Guardian Pharmacy Services, Inc.

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