Cape Investment Advisory’s Trimble TRMB Stock Holding History

Cape Investment Advisory’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	-1	Closed	-$66	–	1256
2025 Q1	$66	Hold	1	–	–	﹤0.01%	1116
2024 Q4	$71	Buy	+1	New	+$68	﹤0.01%	1123

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Cape Investment Advisory's TRMB Position: Q2 2025 in Review

Cape Investment Advisory sold out of Trimble (TRMB) in Q2 2025, closing a stake of 1 share — an estimated $66 sold.

Cape Investment Advisory first reported a position in TRMB in Q4 2024 and held it in 2 quarters. The position peaked at $71 in Q4 2024. 737 funds tracked by Wall St. Rank hold TRMB as of Q2 2025.

Cape Investment Advisory reported no remaining Trimble position as of Q2 2025 after selling out during the quarter.
Cape Investment Advisory sold 1 Trimble share in Q2 2025, an estimated $66.
Cape Investment Advisory first reported a position in Trimble in Q4 2024 and held it in 2 quarters.
Cape Investment Advisory's Trimble position peaked at $71 in Q4 2024.
737 funds tracked by Wall St. Rank held Trimble as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.