UFPG
GRMN

United Financial Planning Group’s Garmin GRMN Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-7
Closed -$1.42K – 527
2025
Q4 		$1.42K Buy
+7
New +$1.52K ﹤0.01% 346

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Financial Planning Group's GRMN Position: Q1 2026 in Review

United Financial Planning Group sold out of Garmin (GRMN) in Q1 2026, closing a stake of 7 shares — an estimated $1.42K sold.

United Financial Planning Group first reported a position in GRMN in Q4 2025 and held it in 1 quarter. The position peaked at $1.42K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold GRMN as of Q1 2026.

  • United Financial Planning Group reported no remaining Garmin position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 7 Garmin shares in Q1 2026, an estimated $1.42K.
  • United Financial Planning Group first reported a position in Garmin in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Garmin position peaked at $1.42K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held Garmin as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.