BRWA
TRMB icon

B. Riley Wealth Advisors’s Trimble TRMB Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-6,191
Closed -$406K – 1357
2025
Q1 		$406K Buy
6,191
+427
+7% +$30.7K 0.01% 836
2024
Q4 		$407K Buy
5,764
+1,737
+43% +$118K 0.01% 762
2024
Q3 		$249K Buy
4,027
+123
+3% +$6.87K 0.01% 1043
2024
Q2 		$218K Sell
3,904
-820
-17% -$47.3K 0.01% 1188
2024
Q1 		$254K Buy
4,724
+725
+18% +$41.3K 0.01% 1133
2023
Q4 		$213K Sell
3,999
-725
-15% -$34.6K 0.01% 1226
2023
Q3 		$254K Buy
4,724
+555
+13% +$29.4K 0.01% 1133
2023
Q2 		$221K Sell
4,169
-183
-4% -$8.95K 0.01% 1300
2023
Q1 		$228K Sell
4,352
-1,526
-26% -$81.4K 0.01% 1225
2022
Q4 		$297K Sell
5,878
-493
-8% -$27.4K 0.01% 1052
2022
Q3 		$348K Sell
6,371
-62
-1% -$3.92K 0.01% 933
2022
Q2 		$376K Buy
6,433
+192
+3% +$12.6K 0.02% 777
2022
Q1 		$451K Buy
6,241
+130
+2% +$9.26K 0.01% 802
2021
Q4 		$533K Sell
6,111
-277
-4% -$23.8K 0.02% 778
2021
Q3 		$526K Buy
6,388
+152
+2% +$13.3K 0.02% 758
2021
Q2 		$511K Buy
6,236
+2,968
+91% +$236K 0.02% 761
2021
Q1 		$255K Buy
+3,268
New +$236K 0.01% 1078
2015
Q1 		– Sell
-200
Closed -$5K – 1869
2014
Q4 		$5K Buy
+200
New +$5.64K ﹤0.01% 3167
2014
Q3 		– Sell
-206
Closed -$7.59K – 1780
2014
Q2 		$7.59K Buy
+206
New +$7.7K ﹤0.01% 1892

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

B. Riley Wealth Advisors's TRMB Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Trimble (TRMB) in Q2 2025, closing a stake of 6,191 shares — an estimated $406K sold.

B. Riley Wealth Advisors first reported a position in TRMB in Q2 2014 and held it in 19 quarters. The position peaked at $533K in Q4 2021. 738 funds tracked by Wall St. Rank hold TRMB as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Trimble position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,191 Trimble shares in Q2 2025, an estimated $406K.
  • B. Riley Wealth Advisors first reported a position in Trimble in Q2 2014 and held it in 19 quarters.
  • B. Riley Wealth Advisors's Trimble position peaked at $533K in Q4 2021.
  • 738 funds tracked by Wall St. Rank held Trimble as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.