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Caliber Wealth Management (Kansas)’s Trimble TRMB Stock Holding History

Caliber Wealth Management (Kansas)’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
-3,400
Closed -$223K – 294
2025
Q1 		$223K Buy
+3,400
New +$244K 0.03% 226

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s TRMB Position: Q2 2025 in Review

Caliber Wealth Management (Kansas) sold out of Trimble (TRMB) in Q2 2025, closing a stake of 3,400 shares — an estimated $223K sold.

Caliber Wealth Management (Kansas) first reported a position in TRMB in Q1 2025 and held it in 1 quarter. The position peaked at $223K in Q1 2025. 737 funds tracked by Wall St. Rank hold TRMB as of Q2 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Trimble position as of Q2 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 3,400 Trimble shares in Q2 2025, an estimated $223K.
  • Caliber Wealth Management (Kansas) first reported a position in Trimble in Q1 2025 and held it in 1 quarter.
  • Caliber Wealth Management (Kansas)'s Trimble position peaked at $223K in Q1 2025.
  • 737 funds tracked by Wall St. Rank held Trimble as of Q2 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2025, filed 30 Jul 2025.