Phoenix Wealth Advisors
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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
Q3 		$805K Sell
2,808
-37
-1% -$10.2K 0.25% 65
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% -$9.8K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Phoenix Wealth Advisors's GRMN Position: Q3 2026 in Review

Phoenix Wealth Advisors reduced its Garmin (GRMN) stake by 1.3% in Q3 2026, selling an estimated $10.2K and leaving 2,808 shares worth $805K. The position accounts for 0.25% of the portfolio, ranked #65.

Phoenix Wealth Advisors first reported a position in GRMN in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.2M in Q3 2021. 615 funds tracked by Wall St. Rank hold GRMN as of Q3 2026.

  • Phoenix Wealth Advisors held 2,808 shares of Garmin worth $805K as of Q3 2026.
  • Phoenix Wealth Advisors sold 37 Garmin shares in Q3 2026, an estimated $10.2K.
  • Garmin made up 0.25% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #65 holding.
  • Phoenix Wealth Advisors first reported a position in Garmin in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's Garmin position peaked at $3.2M in Q3 2021.
  • 615 funds tracked by Wall St. Rank held Garmin as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.