GoalVest Advisory’s Garmin GRMN Stock Holding History

GoalVest Advisory’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	–	Sell	-3	Closed	-$651	–	432
2025 Q1	$651	Buy	+3	New	+$648	﹤0.01%	352
2021 Q2	$4K	Buy	+27	New	+$3.79K	﹤0.01%	219

Other funds holding GRMN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GoalVest Advisory's GRMN Position: Q2 2025 in Review

GoalVest Advisory sold out of Garmin (GRMN) in Q2 2025, closing a stake of 3 shares — an estimated $651 sold.

GoalVest Advisory first reported a position in GRMN in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 938 funds tracked by Wall St. Rank hold GRMN as of Q2 2025.

GoalVest Advisory reported no remaining Garmin position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 Garmin shares in Q2 2025, an estimated $651.
GoalVest Advisory first reported a position in Garmin in Q2 2021 and held it in 2 quarters.
GoalVest Advisory's Garmin position peaked at $4K in Q2 2021.
938 funds tracked by Wall St. Rank held Garmin as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.