MSWA
GRMN

Marshall & Sterling Wealth Advisors’s Garmin GRMN Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-40
Closed -$9.85K – 467
2025
Q3 		$9.85K Hold
40
– – 0.01% 343
2025
Q2 		$8.35K Hold
40
– – 0.01% 370
2025
Q1 		$8.69K Buy
+40
New +$8.65K 0.01% 341

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's GRMN Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Garmin (GRMN) in Q4 2025, closing a stake of 40 shares — an estimated $9.85K sold.

Marshall & Sterling Wealth Advisors first reported a position in GRMN in Q1 2025 and held it in 3 quarters. The position peaked at $9.85K in Q3 2025. 976 funds tracked by Wall St. Rank hold GRMN as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Garmin position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 40 Garmin shares in Q4 2025, an estimated $9.85K.
  • Marshall & Sterling Wealth Advisors first reported a position in Garmin in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Garmin position peaked at $9.85K in Q3 2025.
  • 976 funds tracked by Wall St. Rank held Garmin as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.