PWA
GRMN

Phoenix Wealth Advisors’s Garmin GRMN Stock Holding History

Phoenix 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
2026
Q2 		$676K Sell
2,845
-48
-2% -$11.7K 0.23% 70
2026
Q1 		$671K Sell
2,893
-151
-5% -$33.8K 0.27% 70
2025
Q4 		$617K Sell
3,044
-89
-3% -$19.4K 0.24% 72
2025
Q3 		$771K Sell
3,133
-76
-2% -$17.5K 0.3% 67
2025
Q2 		$670K Sell
3,209
-10
-0.3% -$1.98K 0.28% 69
2025
Q1 		$699K Sell
3,219
-121
-4% -$26.2K 0.3% 64
2024
Q4 		$689K Sell
3,340
-55
-2% -$10.8K 0.3% 65
2024
Q3 		$598K Sell
3,395
-63
-2% -$10.9K 0.28% 66
2024
Q2 		$563K Buy
3,458
+92
+3% +$14.5K 0.28% 67
2024
Q1 		$501K Sell
3,366
-89
-3% -$11.7K 0.31% 65
2023
Q4 		$437K Sell
3,455
-37
-1% -$4.29K 0.3% 61
2023
Q3 		$367K Buy
3,492
+30
+0.9% +$3.15K 0.22% 64
2023
Q2 		$361K Sell
3,462
-96
-3% -$9.81K 0.21% 67
2023
Q1 		$359K Buy
3,558
+53
+2% +$5.17K 0.22% 63
2022
Q4 		$323K Buy
3,505
+105
+3% +$9.28K 0.19% 69
2022
Q3 		$273K Sell
3,400
-16,229
-83% -$1.53M 0.27% 79
2022
Q2 		$1.93M Buy
+19,629
New +$2.07M 1.9% 23
2022
Q1 		– Sell
-19,441
Closed -$2.65M – 108
2021
Q4 		$2.65M Sell
19,441
-1,129
-5% -$163K 2% 22
2021
Q3 		$3.2M Sell
20,570
-3
-0% -$488 2.39% 5
2021
Q2 		$3.02M Sell
20,573
-207
-1% -$29.1K 2.18% 6
2021
Q1 		$2.75M Sell
20,780
-833
-4% -$104K 2.14% 11
2020
Q4 		$2.59M Buy
+21,613
New +$2.39M 1.96% 12

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

Phoenix Wealth Advisors's GRMN Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Garmin (GRMN) stake by 1.7% in Q2 2026, selling an estimated $11.7K and leaving 2,845 shares worth $676K. The position accounts for 0.23% of the portfolio, ranked #70.

Phoenix Wealth Advisors first reported a position in GRMN in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.2M in Q3 2021. 1,008 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

  • Phoenix Wealth Advisors held 2,845 shares of Garmin worth $676K as of Q2 2026.
  • Phoenix Wealth Advisors sold 48 Garmin shares in Q2 2026, an estimated $11.7K.
  • Garmin made up 0.23% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Phoenix Wealth Advisors first reported a position in Garmin in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Garmin position peaked at $3.2M in Q3 2021.
  • 1,008 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.