CWM
GRMN

Congress Wealth Management’s Garmin GRMN Stock Holding History

Congress 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
2025
Q2 		$8.35M Sell
39,994
-8,598
-18% -$1.71M 0.08% 283
2025
Q1 		$10.6M Buy
48,592
+45,222
+1,342% +$9.78M 0.13% 189
2024
Q4 		$695K Buy
3,370
+724
+27% +$142K 0.01% 576
2024
Q3 		$466K Sell
2,646
-33
-1% -$5.7K 0.01% 643
2024
Q2 		$436K Buy
2,679
+301
+13% +$47.4K 0.01% 553
2024
Q1 		$354K Sell
2,378
-555
-19% -$73.2K 0.01% 487
2023
Q4 		$377K Buy
2,933
+675
+30% +$78.3K 0.01% 500
2023
Q3 		$238K Hold
2,258
– – ﹤0.01% 553
2023
Q2 		$235K Sell
2,258
-212
-9% -$21.7K 0.01% 514
2023
Q1 		$249K Hold
2,470
– – 0.01% 510
2022
Q4 		$228K Buy
+2,470
New +$218K 0.01% 520
2022
Q3 		– Sell
-2,427
Closed -$239K – 556
2022
Q2 		$239K Buy
+2,427
New +$256K 0.01% 511
2022
Q1 		– Sell
-1,718
Closed -$235K – 613
2021
Q4 		$235K Buy
+1,718
New +$248K ﹤0.01% 570

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $61.3B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return