MGIA
GRMN

Moneta Group Investment Advisors’s Garmin GRMN Stock Holding History

Moneta Group Investment 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
2026
Q2 		$312K Sell
1,313
-469
-26% -$114K ﹤0.01% 682
2026
Q1 		$413K Buy
1,782
+47
+3% +$10.5K ﹤0.01% 552
2025
Q4 		$352K Sell
1,735
-114
-6% -$24.8K ﹤0.01% 595
2025
Q3 		$455K Sell
1,849
-494
-21% -$114K ﹤0.01% 522
2025
Q2 		$489K Sell
2,343
-1,213
-34% -$241K 0.01% 443
2025
Q1 		$772K Buy
3,556
+2,113
+146% +$457K 0.01% 324
2024
Q4 		$298K Buy
1,443
+1
+0.1% +$196 ﹤0.01% 534
2024
Q3 		$254K Buy
1,442
+3
+0.2% +$518 ﹤0.01% 562
2024
Q2 		$234K Buy
+1,439
New +$227K ﹤0.01% 545
2019
Q2 		– Sell
-718
Closed -$62K – 261
2019
Q1 		$62K Buy
+718
New +$54.1K 0.01% 225

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

Moneta Group Investment Advisors's GRMN Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Garmin (GRMN) stake by 26% in Q2 2026, selling an estimated $114K and leaving 1,313 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Moneta Group Investment Advisors first reported a position in GRMN in Q1 2019 and has held it in 10 quarters since. The position peaked at $772K in Q1 2025. 1,009 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

  • Moneta Group Investment Advisors held 1,313 shares of Garmin worth $312K as of Q2 2026.
  • Moneta Group Investment Advisors sold 469 Garmin shares in Q2 2026, an estimated $114K.
  • Garmin made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #682 holding.
  • Moneta Group Investment Advisors first reported a position in Garmin in Q1 2019 and has held it in 10 quarters since.
  • Moneta Group Investment Advisors's Garmin position peaked at $772K in Q1 2025.
  • 1,009 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.