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BSW Wealth Partners’s Trimble TRMB Stock Holding History

BSW Wealth 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
2026
Q2 		$10.8M Sell
210,903
-14
-0% -$827 1.2% 18
2026
Q1 		$13.8M Sell
210,917
-271
-0.1% -$18.8K 1.68% 12
2025
Q4 		$16.5M Buy
+211,188
New +$16.8M 1.99% 9

Other funds holding TRMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BSW Wealth Partners's TRMB Position: Q2 2026 in Review

BSW Wealth Partners reduced its Trimble (TRMB) stake by 0.01% in Q2 2026, selling an estimated $827 and leaving 210,903 shares worth $10.8M. The position accounts for 1.2% of the portfolio, ranked #18.

BSW Wealth Partners first reported a position in TRMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.5M in Q4 2025. 707 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • BSW Wealth Partners held 210,903 shares of Trimble worth $10.8M as of Q2 2026.
  • BSW Wealth Partners sold 14 Trimble shares in Q2 2026, an estimated $827.
  • Trimble made up 1.2% of BSW Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • BSW Wealth Partners first reported a position in Trimble in Q4 2025 and has held it in 3 quarters since.
  • BSW Wealth Partners's Trimble position peaked at $16.5M in Q4 2025.
  • 707 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.