Root Financial Partners’s Garmin GRMN Stock Holding History

Root Financial Partners’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	–	Sell	-502	Closed	-$116K	–	1556
2026 Q1	$116K	Buy	502 +194	+63%	+$43.4K	0.01%	511
2025 Q4	$62.5K	Sell	308 -1	-0.3%	-$217	﹤0.01%	632
2025 Q3	$76.1K	Buy	+309	New	+$71.3K	﹤0.01%	529

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

Root Financial Partners's GRMN Position: Q2 2026 in Review

Root Financial Partners sold out of Garmin (GRMN) in Q2 2026, closing a stake of 502 shares — an estimated $116K sold.

Root Financial Partners first reported a position in GRMN in Q3 2025 and held it in 3 quarters. The position peaked at $116K in Q1 2026. 1,008 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

Root Financial Partners reported no remaining Garmin position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 502 Garmin shares in Q2 2026, an estimated $116K.
Root Financial Partners first reported a position in Garmin in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Garmin position peaked at $116K in Q1 2026.
1,008 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.