Avantax Advisory Services’s Trimble TRMB Stock Holding History

Avantax Advisory Services’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 Q2	$460K	Buy	6,059 +1,753	+41%	+$118K	﹤0.01%	1625
2025 Q1	$283K	Buy	+4,306	New	+$310K	﹤0.01%	1874
2024 Q1	–	Sell	-5,054	Closed	-$269K	–	1734
2023 Q4	$269K	Hold	5,054	–	–	﹤0.01%	1297
2023 Q3	$272K	Hold	5,054	–	–	﹤0.01%	1251
2023 Q2	$268K	Sell	5,054 -204	-4%	-$9.98K	﹤0.01%	1248
2023 Q1	$276K	Buy	5,258 +68	+1%	+$3.63K	﹤0.01%	1196
2022 Q4	$262K	Buy	5,190 +180	+4%	+$10K	﹤0.01%	1174
2022 Q3	$272K	Hold	5,010	–	–	﹤0.01%	1053
2022 Q2	$292K	Hold	5,010	–	–	﹤0.01%	1027
2022 Q1	$361K	Hold	5,010	–	–	0.01%	917
2021 Q4	$437K	Hold	5,010	–	–	0.01%	809
2021 Q3	$412K	Buy	5,010 +80	+2%	+$7.03K	0.01%	790
2021 Q2	$403K	Hold	4,930	–	–	0.01%	782
2021 Q1	$383K	Sell	4,930 -138	-3%	-$9.97K	0.01%	703
2020 Q4	$339K	Sell	5,068 -1,529	-23%	-$87.8K	0.01%	678
2020 Q3	$321K	Buy	6,597 +1,529	+30%	+$73.1K	0.01%	994
2020 Q2	$219K	Buy	+5,068	New	+$190K	0.01%	751
2020 Q1	–	Sell	-5,068	Closed	-$212K	–	890
2019 Q4	$212K	Buy	+5,068	New	+$202K	﹤0.01%	764

Other funds holding TRMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Avantax Advisory Services's TRMB Position: Q2 2025 in Review

Avantax Advisory Services increased its Trimble (TRMB) stake by 41% in Q2 2025, buying an estimated $118K and bringing the position to 6,059 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Avantax Advisory Services first reported a position in TRMB in Q4 2019 and has held it in 18 quarters since. 738 funds tracked by Wall St. Rank hold TRMB as of Q2 2025.

Avantax Advisory Services held 6,059 shares of Trimble worth $460K as of Q2 2025.
Avantax Advisory Services bought 1,753 Trimble shares in Q2 2025, an estimated $118K.
Trimble made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1625 holding.
Avantax Advisory Services first reported a position in Trimble in Q4 2019 and has held it in 18 quarters since.
738 funds tracked by Wall St. Rank held Trimble as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.