VFA
GRMN

Valeo Financial Advisors’s Garmin GRMN Stock Holding History

Valeo Financial 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
Q2 		$310K Buy
1,306
+20
+2% +$4.86K 0.01% 616
2026
Q1 		$298K Sell
1,286
-231
-15% -$51.7K 0.01% 548
2025
Q4 		$308K Buy
1,517
+28
+2% +$6.09K 0.01% 615
2025
Q3 		$367K Buy
1,489
+29
+2% +$6.69K 0.01% 542
2025
Q2 		$305K Sell
1,460
-9
-0.6% -$1.79K 0.01% 576
2025
Q1 		$319K Buy
1,469
+84
+6% +$18.2K 0.01% 515
2024
Q4 		$286K Buy
1,385
+1
+0.1% +$196 0.01% 555
2024
Q3 		$244K Buy
1,384
+4
+0.3% +$691 0.01% 593
2024
Q2 		$225K Buy
+1,380
New +$217K 0.01% 580
2021
Q2 		– Sell
-101
Closed -$13K – 1039
2021
Q1 		$13K Buy
101
+1
+1% +$124 ﹤0.01% 1290
2020
Q4 		$12K Buy
+100
New +$11.1K ﹤0.01% 1145
2020
Q3 		– Sell
-5
Closed – – 1804
2020
Q2 		$0 Buy
+5
New +$428 ﹤0.01% 2072
2019
Q4 		– Sell
-25
Closed -$2K – 1661
2019
Q3 		$2K Buy
+25
New +$2.02K ﹤0.01% 1380
2019
Q1 		– Sell
-200
Closed -$13K – 1580
2018
Q4 		$13K Hold
200
– – ﹤0.01% 815
2018
Q3 		$13K Hold
200
– – ﹤0.01% 889
2018
Q2 		$13K Hold
200
– – ﹤0.01% 879
2018
Q1 		$12K Hold
200
– – ﹤0.01% 881
2017
Q4 		$12K Hold
200
– – ﹤0.01% 789
2017
Q3 		$11K Buy
+200
New +$10.4K ﹤0.01% 676

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Valeo Financial Advisors's GRMN Position: Q2 2026 in Review

Valeo Financial Advisors increased its Garmin (GRMN) stake by 1.6% in Q2 2026, buying an estimated $4.86K and bringing the position to 1,306 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #616.

Valeo Financial Advisors first reported a position in GRMN in Q3 2017 and has held it in 19 quarters since. The position peaked at $367K in Q3 2025. 1,002 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

  • Valeo Financial Advisors held 1,306 shares of Garmin worth $310K as of Q2 2026.
  • Valeo Financial Advisors bought 20 Garmin shares in Q2 2026, an estimated $4.86K.
  • Garmin made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #616 holding.
  • Valeo Financial Advisors first reported a position in Garmin in Q3 2017 and has held it in 19 quarters since.
  • Valeo Financial Advisors's Garmin position peaked at $367K in Q3 2025.
  • 1,002 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.