CSWM
GRMN

Cassady Schiller Wealth Management’s Garmin GRMN Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.86K Buy
+9
New +$1.76K ﹤0.01% 597
2022
Q1 		– Sell
-2
Closed – – 302
2021
Q4 		$0 Buy
+2
New +$289 ﹤0.01% 589

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's GRMN Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Garmin (GRMN) in Q4 2024: 9 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in GRMN as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in GRMN in Q4 2021 and has held it in 2 quarters since. 907 funds tracked by Wall St. Rank hold GRMN as of Q4 2024.

  • Cassady Schiller Wealth Management held 9 shares of Garmin worth $1.86K as of Q4 2024.
  • Garmin was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Garmin made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #597 holding.
  • Cassady Schiller Wealth Management first reported a position in Garmin in Q4 2021 and has held it in 2 quarters since.
  • 907 funds tracked by Wall St. Rank held Garmin as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.