Root Financial Partners
GRMN icon

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
Q3 		$206K Buy
+719
New +$199K 0.01% 433
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's GRMN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Garmin (GRMN) in Q3 2026: 719 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GRMN as recently as Q1 2026.

Root Financial Partners first reported a position in GRMN in Q3 2025 and has held it in 4 quarters since. 928 funds tracked by Wall St. Rank hold GRMN as of Q3 2026.

  • Root Financial Partners held 719 shares of Garmin worth $206K as of Q3 2026.
  • Garmin was a new Root Financial Partners position in Q3 2026.
  • Garmin made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #433 holding.
  • Root Financial Partners first reported a position in Garmin in Q3 2025 and has held it in 4 quarters since.
  • 928 funds tracked by Wall St. Rank held Garmin as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.