RA
GRMN

Rise Advisors’s Garmin GRMN Stock Holding History

Rise 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
-106
Closed -$26.1K – 656
2025
Q3 		$26.1K Buy
106
+3
+3% +$692 0.01% 437
2025
Q2 		$21.6K Sell
103
-10
-9% -$1.98K 0.01% 488
2025
Q1 		$24.5K Buy
113
+2
+2% +$432 0.01% 407
2024
Q4 		$22.9K Sell
111
-3
-3% -$588 0.01% 566
2024
Q3 		$20.1K Hold
114
– – 0.01% 685
2024
Q2 		$18.5K Buy
114
+1
+0.9% +$157 0.01% 681
2024
Q1 		$16.9K Buy
113
+109
+2,725% +$14.4K 0.01% 771
2023
Q4 		$543 Sell
4
-6
-60% -$696 ﹤0.01% 560
2023
Q3 		$1.05K Sell
10
-5
-33% -$526 ﹤0.01% 528
2023
Q2 		$1.55K Hold
15
– – ﹤0.01% 542
2023
Q1 		$1.49K Buy
15
+4
+36% +$391 ﹤0.01% 606
2022
Q4 		$1.05K Sell
11
-424
-97% -$37.5K ﹤0.01% 645
2022
Q3 		$35K Buy
435
+425
+4,250% +$40.2K 0.03% 189
2022
Q2 		$1K Hold
10
– – ﹤0.01% 635
2022
Q1 		$1K Hold
10
– – ﹤0.01% 605
2021
Q4 		$1.4K Buy
+10
New +$1.44K ﹤0.01% 573

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return