BRWA
GRMN

B. Riley Wealth Advisors’s Garmin GRMN Stock Holding History

B. Riley Wealth Advisors’s Portfolio GRMN Stock Details GRMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-992
Closed -$244K – 1082
2025
Q3 		$244K Buy
+992
New +$229K 0.01% 804
2024
Q4 		$367K Sell
1,778
-56
-3% -$11K 0.01% 794
2024
Q3 		$323K Sell
1,834
-1,410
-43% -$244K 0.01% 923
2024
Q2 		$529K Sell
3,244
-188
-5% -$29.6K 0.01% 789
2024
Q1 		$361K Sell
3,432
-50
-1% -$6.59K 0.01% 955
2023
Q4 		$448K Buy
3,482
+50
+1% +$5.8K 0.01% 868
2023
Q3 		$361K Buy
3,432
+267
+8% +$28.1K 0.01% 955
2023
Q2 		$330K Buy
3,165
+137
+5% +$14K 0.01% 1068
2023
Q1 		$306K Sell
3,028
-100
-3% -$9.76K 0.01% 1060
2022
Q4 		$289K Buy
+3,128
New +$276K 0.01% 1063
2021
Q4 		– Sell
-1,374
Closed -$215K – 1446
2021
Q3 		$215K Buy
+1,374
New +$223K 0.01% 1206
2021
Q2 		– Sell
-1,881
Closed -$248K – 1403
2021
Q1 		$248K Buy
+1,881
New +$234K 0.01% 1092
2014
Q3 		– Sell
-127
Closed -$7.75K – 1155
2014
Q2 		$7.75K Buy
+127
New +$7.3K ﹤0.01% 1884

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

B. Riley Wealth Advisors's GRMN Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Garmin (GRMN) in Q4 2025, closing a stake of 992 shares — an estimated $244K sold.

B. Riley Wealth Advisors first reported a position in GRMN in Q2 2014 and held it in 13 quarters. The position peaked at $529K in Q2 2024. 973 funds tracked by Wall St. Rank hold GRMN as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Garmin position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 992 Garmin shares in Q4 2025, an estimated $244K.
  • B. Riley Wealth Advisors first reported a position in Garmin in Q2 2014 and held it in 13 quarters.
  • B. Riley Wealth Advisors's Garmin position peaked at $529K in Q2 2024.
  • 973 funds tracked by Wall St. Rank held Garmin as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.