Avior Wealth Management’s Trimble TRMB Stock Holding History

Avior 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 Q1	–	Sell	-16	Closed	-$1.13K	–	2205
2024 Q4	$1.13K	Sell	16 -10	-38%	-$680	﹤0.01%	2191
2024 Q3	$1.61K	Buy	26 +11	+73%	+$614	﹤0.01%	2010
2024 Q2	$838	Sell	15 -21	-58%	-$1.21K	﹤0.01%	2043
2024 Q1	$2.32K	Buy	+36	New	+$2.05K	﹤0.01%	2255
2022 Q3	–	Sell	-7,400	Closed	-$430K	–	1287
2022 Q2	$430K	Hold	7,400	–	–	0.04%	281
2022 Q1	$533K	Hold	7,400	–	–	0.05%	282
2021 Q4	$645K	Hold	7,400	–	–	0.05%	274
2021 Q3	$608K	Hold	7,400	–	–	0.05%	271
2021 Q2	$605K	Hold	7,400	–	–	0.06%	258
2021 Q1	$575K	Hold	7,400	–	–	0.06%	269
2020 Q4	$494K	Hold	7,400	–	–	0.06%	269
2020 Q3	$360K	Hold	7,400	–	–	0.05%	304
2020 Q2	$319K	Hold	7,400	–	–	0.05%	320
2020 Q1	$235K	Hold	7,400	–	–	0.05%	315
2019 Q4	$308K	Hold	7,400	–	–	0.05%	320
2019 Q3	$287K	Hold	7,400	–	–	0.05%	306
2019 Q2	$334K	Hold	7,400	–	–	0.06%	272
2019 Q1	$298K	Hold	7,400	–	–	0.06%	277
2018 Q4	$243K	Hold	7,400	–	–	0.06%	271
2018 Q3	$322K	Hold	7,400	–	–	0.07%	245
2018 Q2	$243K	Hold	7,400	–	–	0.05%	279
2018 Q1	$266K	Hold	7,400	–	–	0.06%	253
2017 Q4	$301K	Hold	7,400	–	–	0.07%	244
2017 Q3	$290K	Hold	7,400	–	–	0.1%	123
2017 Q2	$264K	Hold	7,400	–	–	0.11%	105
2017 Q1	$237K	Hold	7,400	–	–	0.08%	137
2016 Q4	$223K	Hold	7,400	–	–	0.08%	134
2016 Q3	$211K	Hold	7,400	–	–	0.08%	134
2016 Q2	$180K	Hold	7,400	–	–	0.08%	133
2016 Q1	$184K	Hold	7,400	–	–	0.08%	128
2015 Q4	$159K	Hold	7,400	–	–	0.09%	122
2015 Q3	$122K	Hold	7,400	–	–	0.07%	121
2015 Q2	$174K	Hold	7,400	–	–	0.14%	72
2015 Q1	$186K	Hold	7,400	–	–	0.14%	66
2014 Q4	$196K	Hold	7,400	–	–	0.16%	63
2014 Q3	$226K	Hold	7,400	–	–	0.19%	59
2014 Q2	$273K	Hold	7,400	–	–	0.23%	55
2014 Q1	$288K	Hold	7,400	–	–	0.24%	50
2013 Q4	$257K	Buy	+7,400	New	+$233K	0.24%	51

Other funds holding TRMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Avior Wealth Management's TRMB Position: Q1 2025 in Review

Avior Wealth Management sold out of Trimble (TRMB) in Q1 2025, closing a stake of 16 shares — an estimated $1.13K sold.

Avior Wealth Management first reported a position in TRMB in Q4 2013 and held it in 39 quarters. The position peaked at $645K in Q4 2021. 707 funds tracked by Wall St. Rank hold TRMB as of Q1 2025.

Avior Wealth Management reported no remaining Trimble position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 16 Trimble shares in Q1 2025, an estimated $1.13K.
Avior Wealth Management first reported a position in Trimble in Q4 2013 and held it in 39 quarters.
Avior Wealth Management's Trimble position peaked at $645K in Q4 2021.
707 funds tracked by Wall St. Rank held Trimble as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.