Ballentine Partners’s Trimble TRMB Stock Holding History

Ballentine Partners’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 Q4	–	Sell	-2,478	Closed	-$202K	–	1085
2025 Q3	$202K	Buy	+2,478	New	+$202K	﹤0.01%	914

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

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

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

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

Ballentine Partners's TRMB Position: Q4 2025 in Review

Ballentine Partners sold out of Trimble (TRMB) in Q4 2025, closing a stake of 2,478 shares — an estimated $202K sold.

Ballentine Partners first reported a position in TRMB in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 795 funds tracked by Wall St. Rank hold TRMB as of Q4 2025.

Ballentine Partners reported no remaining Trimble position as of Q4 2025 after selling out during the quarter.
Ballentine Partners sold 2,478 Trimble shares in Q4 2025, an estimated $202K.
Ballentine Partners first reported a position in Trimble in Q3 2025 and held it in 1 quarter.
Ballentine Partners's Trimble position peaked at $202K in Q3 2025.
795 funds tracked by Wall St. Rank held Trimble as of Q4 2025.

Based on Ballentine Partners's 13F filing for Q4 2025, filed 3 Feb 2026.