Advisor OS’s Trimble TRMB Stock Holding History

Advisor OS’s Portfolio TRMB Stock Details TRMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,850	Closed	-$380K	–	632
2025 Q4	$380K	Buy	4,850 +235	+5%	+$18.7K	0.03%	340
2025 Q3	$377K	Buy	+4,615	New	+$376K	0.03%	321

Other funds holding TRMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor OS's TRMB Position: Q1 2026 in Review

Advisor OS sold out of Trimble (TRMB) in Q1 2026, closing a stake of 4,850 shares — an estimated $380K sold.

Advisor OS first reported a position in TRMB in Q3 2025 and held it in 2 quarters. The position peaked at $380K in Q4 2025. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

Advisor OS reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
Advisor OS sold 4,850 Trimble shares in Q1 2026, an estimated $380K.
Advisor OS first reported a position in Trimble in Q3 2025 and held it in 2 quarters.
Advisor OS's Trimble position peaked at $380K in Q4 2025.
774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.