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 $5.7T AUM 30.48% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return