AWM
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AllSquare Wealth Management’s Trimble TRMB Stock Holding History

AllSquare Wealth Management’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
2025
Q3 		$24.5K Hold
300
– – 0.01% 296
2025
Q2 		$22.8K Hold
300
– – 0.01% 304
2025
Q1 		$19.7K Hold
300
– – 0.01% 316
2024
Q4 		$21.2K Buy
300
+100
+50% +$6.8K 0.01% 305
2024
Q3 		$12.4K Hold
200
– – 0.01% 362
2024
Q2 		$11.2K Hold
200
– – 0.01% 362
2024
Q1 		$12.9K Hold
200
– – 0.01% 351
2023
Q4 		$10.6K Hold
200
– – 0.01% 365
2023
Q3 		$10.8K Hold
200
– – 0.01% 363
2023
Q2 		$9.49K Buy
200
+100
+100% +$4.89K 0.01% 382
2023
Q1 		$5.24K Buy
+100
New +$5.33K ﹤0.01% 433

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

AllSquare Wealth Management's TRMB Position: Q3 2025 in Review

AllSquare Wealth Management held its Trimble (TRMB) position steady in Q3 2025 at 300 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #296.

AllSquare Wealth Management first reported a position in TRMB in Q1 2023 and has held it in 11 quarters since. 763 funds tracked by Wall St. Rank hold TRMB as of Q3 2025.

  • AllSquare Wealth Management held 300 shares of Trimble worth $24.5K as of Q3 2025.
  • AllSquare Wealth Management left its Trimble share count unchanged in Q3 2025.
  • Trimble made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #296 holding.
  • AllSquare Wealth Management first reported a position in Trimble in Q1 2023 and has held it in 11 quarters since.
  • 763 funds tracked by Wall St. Rank held Trimble as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.