BerganKDV Wealth Management’s Garmin GRMN Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	$939	Hold	9	–	–	﹤0.01%	762
2023 Q1	$909	Hold	9	–	–	﹤0.01%	913
2022 Q4	$831	Hold	9	–	–	﹤0.01%	902
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	890
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	905
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	925
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	983
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	964
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	912
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	857
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	858
2020 Q3	$1K	Hold	9	–	–	﹤0.01%	808
2020 Q2	$1K	Buy	+9	New	+$770	﹤0.01%	860

Other funds holding GRMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BerganKDV Wealth Management's GRMN Position: Q2 2023 in Review

BerganKDV Wealth Management held its Garmin (GRMN) position steady in Q2 2023 at 9 shares worth $939. The position accounts for ﹤0.01% of the portfolio, ranked #762.

BerganKDV Wealth Management first reported a position in GRMN in Q2 2020 and has held it in 13 quarters since. The position peaked at $1K in Q3 2022. 667 funds tracked by Wall St. Rank hold GRMN as of Q2 2023.

BerganKDV Wealth Management held 9 shares of Garmin worth $939 as of Q2 2023.
BerganKDV Wealth Management left its Garmin share count unchanged in Q2 2023.
Garmin made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #762 holding.
BerganKDV Wealth Management first reported a position in Garmin in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Garmin position peaked at $1K in Q3 2022.
667 funds tracked by Wall St. Rank held Garmin as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.