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Beacon Pointe Advisors’s Trimble TRMB Stock Holding History

Beacon Pointe 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
2026
Q1 		$422K Buy
6,476
+2,404
+59% +$167K ﹤0.01% 1370
2025
Q4 		$319K Buy
+4,072
New +$324K ﹤0.01% 1237
2025
Q2 		– Sell
-4,204
Closed -$276K – 1285
2025
Q1 		$276K Buy
4,204
+624
+17% +$44.9K ﹤0.01% 1050
2024
Q4 		$253K Buy
3,580
+34
+1% +$2.31K ﹤0.01% 1073
2024
Q3 		$220K Buy
+3,546
New +$198K ﹤0.01% 1126
2024
Q2 		– Sell
-4,420
Closed -$284K – 1383
2024
Q1 		$284K Buy
4,420
+161
+4% +$9.17K ﹤0.01% 1132
2023
Q4 		$227K Sell
4,259
-1,048
-20% -$50K ﹤0.01% 1174
2023
Q3 		$286K Buy
+5,307
New +$281K ﹤0.01% 1089
2023
Q2 		– Sell
-5,075
Closed -$266K – 1191
2023
Q1 		$266K Buy
+5,075
New +$271K ﹤0.01% 975
2021
Q4 		– Sell
-2,625
Closed -$216K – 1005
2021
Q3 		$216K Buy
+2,625
New +$231K 0.01% 833

Other funds holding TRMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Pointe Advisors's TRMB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Trimble (TRMB) stake by 59% in Q1 2026, buying an estimated $167K and bringing the position to 6,476 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Beacon Pointe Advisors first reported a position in TRMB in Q3 2021 and has held it in 10 quarters since. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Beacon Pointe Advisors held 6,476 shares of Trimble worth $422K as of Q1 2026.
  • Beacon Pointe Advisors bought 2,404 Trimble shares in Q1 2026, an estimated $167K.
  • Trimble made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1370 holding.
  • Beacon Pointe Advisors first reported a position in Trimble in Q3 2021 and has held it in 10 quarters since.
  • 774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.