CWS
GRMN

Confluence Wealth Services’s Garmin GRMN Stock Holding History

Confluence Wealth Services’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
2026
Q2 		$1.85M Buy
7,779
+312
+4% +$75.9K 0.05% 164
2026
Q1 		$1.73M Buy
7,467
+120
+2% +$26.9K 0.07% 133
2025
Q4 		$1.49M Buy
7,347
+205
+3% +$44.6K 0.06% 139
2025
Q3 		$1.76M Buy
7,142
+170
+2% +$39.2K 0.09% 114
2025
Q2 		$1.46M Sell
6,972
-4
-0.1% -$794 0.08% 126
2025
Q1 		$1.35M Buy
6,976
+205
+3% +$44.3K 0.09% 119
2024
Q4 		$1.46M Buy
6,771
+357
+6% +$70K 0.09% 106
2024
Q3 		$1.13M Buy
6,414
+419
+7% +$72.4K 0.08% 130
2024
Q2 		$977K Buy
5,995
+1,623
+37% +$256K 0.08% 151
2024
Q1 		$651K Buy
4,372
+2,288
+110% +$302K 0.06% 179
2023
Q4 		$268K Buy
+2,084
New +$242K 0.03% 250

Other funds holding GRMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Confluence Wealth Services's GRMN Position: Q2 2026 in Review

Confluence Wealth Services increased its Garmin (GRMN) stake by 4.2% in Q2 2026, buying an estimated $75.9K and bringing the position to 7,779 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #164.

Confluence Wealth Services first reported a position in GRMN in Q4 2023 and has held it in 11 quarters since. 1,002 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

  • Confluence Wealth Services held 7,779 shares of Garmin worth $1.85M as of Q2 2026.
  • Confluence Wealth Services bought 312 Garmin shares in Q2 2026, an estimated $75.9K.
  • Garmin made up 0.05% of Confluence Wealth Services's portfolio in Q2 2026, its #164 holding.
  • Confluence Wealth Services first reported a position in Garmin in Q4 2023 and has held it in 11 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.