NAVELLIER & ASSOCIATES INC GRMN Garmin Ltd Ord COM

Ownership history in NAVELLIER & ASSOCIATES INC  ·  20 quarters on record

AI Ownership Summary

NAVELLIER & ASSOCIATES INC reported Garmin Ltd Ord COM (GRMN) in 20 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.2% in 2025 Q1. The latest visible filing shows GRMN at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GRMN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NAVELLIER & ASSOCIATES INC's position in Garmin Ltd Ord COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

GRMN was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NAVELLIER & ASSOCIATES INC held GRMN — position size vs. price
% of Fund (quarterly)    GRMN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 7,976 +303 +3.9% 0.20% $2.0M 2025-11-06 $202.33
2025 Q2 REDUCED 7,673 -51 -0.7% 0.20% $1.6M 2025-08-07 $226.26
2025 Q1 ADDED 7,724 +32 +0.4% 0.20% $1.5M 2025-05-06 $184.11
2024 Q4 ADDED 7,692 +2,525 +48.9% 0.19% $1.6M 2025-02-03 $211.24
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About NAVELLIER & ASSOCIATES INC and GRMN

These are the practical questions this page is built to answer before you even open the full history table.

How long has NAVELLIER & ASSOCIATES INC reported owning GRMN?

NAVELLIER & ASSOCIATES INC reported GRMN across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported GRMN position in NAVELLIER & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for GRMN was 0.20% in 2025 Q1.

What is the latest reported GRMN position on this page?

The most recent filing on this page is 2025 Q3, when NAVELLIER & ASSOCIATES INC reported 7,976 shares, equal to 0.20% of portfolio, with an estimated market value of $2.0M.

What does the chart on this GRMN ownership page compare?

The chart compares NAVELLIER & ASSOCIATES INC's quarterly GRMN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NAVELLIER & ASSOCIATES INC time their GRMN position?

Based on 13F filing dates vs. subsequent GRMN price moves, NAVELLIER & ASSOCIATES INC correctly timed 6 out of 19 reported position changes (32%). The annualised alpha on GRMN relative to SPY over the holding period was +75.5%.

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