Optimize Financial’s Garmin GRMN Stock Holding History

Optimize Financial’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	$623K	Sell	2,623 -9	-0.3%	-$2.19K	0.22%	84
2026 Q1	$611K	Buy	2,632 +82	+3%	+$18.4K	0.3%	64
2025 Q4	$517K	Buy	2,550 +36	+1%	+$7.83K	0.26%	115
2025 Q3	$619K	Sell	2,514 -643	-20%	-$148K	0.32%	58
2025 Q2	$659K	Sell	3,157 -22	-0.7%	-$4.37K	0.4%	73
2025 Q1	$690K	Buy	3,179 +237	+8%	+$51.2K	0.26%	63
2024 Q4	$607K	Buy	+2,942	New	+$577K	0.45%	56

Other funds holding GRMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Optimize Financial's GRMN Position: Q2 2026 in Review

Optimize Financial reduced its Garmin (GRMN) stake by 0.34% in Q2 2026, selling an estimated $2.19K and leaving 2,623 shares worth $623K. The position accounts for 0.22% of the portfolio, ranked #84.

Optimize Financial first reported a position in GRMN in Q4 2024 and has held it in 7 quarters since. The position peaked at $690K in Q1 2025. 1,008 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

Optimize Financial held 2,623 shares of Garmin worth $623K as of Q2 2026.
Optimize Financial sold 9 Garmin shares in Q2 2026, an estimated $2.19K.
Garmin made up 0.22% of Optimize Financial's portfolio in Q2 2026, its #84 holding.
Optimize Financial first reported a position in Garmin in Q4 2024 and has held it in 7 quarters since.
Optimize Financial's Garmin position peaked at $690K in Q1 2025.
1,008 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.