WA
GRMN

Waverly Advisors’s Garmin GRMN Stock Holding History

Waverly 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 		$3.77M Sell
15,866
-595
-4% -$145K 0.02% 523
2026
Q1 		$3.82M Buy
16,461
+4,458
+37% +$998K 0.03% 475
2025
Q4 		$2.43M Sell
12,003
-128
-1% -$27.8K 0.02% 554
2025
Q3 		$2.99M Buy
12,131
+680
+6% +$157K 0.03% 421
2025
Q2 		$2.39M Buy
11,451
+406
+4% +$80.6K 0.03% 461
2025
Q1 		$2.4M Buy
11,045
+9,925
+886% +$2.15M 0.03% 443
2024
Q4 		$231K Buy
+1,120
New +$220K ﹤0.01% 895
2014
Q1 		– Sell
-10
Closed – – 758
2013
Q4 		$0 Hold
10
– – ﹤0.01% 825
2013
Q3 		$0 Buy
+10
New +$397 ﹤0.01% 567

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
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

Waverly Advisors's GRMN Position: Q2 2026 in Review

Waverly Advisors reduced its Garmin (GRMN) stake by 3.6% in Q2 2026, selling an estimated $145K and leaving 15,866 shares worth $3.77M. The position accounts for 0.02% of the portfolio, ranked #523.

Waverly Advisors first reported a position in GRMN in Q3 2013 and has held it in 9 quarters since. The position peaked at $3.82M in Q1 2026. 1,010 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

  • Waverly Advisors held 15,866 shares of Garmin worth $3.77M as of Q2 2026.
  • Waverly Advisors sold 595 Garmin shares in Q2 2026, an estimated $145K.
  • Garmin made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #523 holding.
  • Waverly Advisors first reported a position in Garmin in Q3 2013 and has held it in 9 quarters since.
  • Waverly Advisors's Garmin position peaked at $3.82M in Q1 2026.
  • 1,010 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.