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Capital Performance Advisors’s Trimble TRMB Stock Holding History

Capital Performance 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
Q2 		– Sell
-5,769
Closed -$376K – 474
2026
Q1 		$376K Sell
5,769
-150
-3% -$10.4K 0.03% 268
2025
Q4 		$464K Buy
5,919
+43
+0.7% +$3.43K 0.03% 228
2025
Q3 		$480K Buy
5,876
+2,439
+71% +$199K 0.08% 140
2025
Q2 		$261K Sell
3,437
-2,048
-37% -$138K 0.05% 184
2025
Q1 		$360K Buy
5,485
+2,230
+69% +$160K 0.08% 140
2024
Q4 		$230K Buy
3,255
+572
+21% +$38.9K 0.07% 133
2024
Q3 		$167K Buy
+2,683
New +$150K 0.05% 127

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

Capital Performance Advisors's TRMB Position: Q2 2026 in Review

Capital Performance Advisors sold out of Trimble (TRMB) in Q2 2026, closing a stake of 5,769 shares — an estimated $376K sold.

Capital Performance Advisors first reported a position in TRMB in Q3 2024 and held it in 7 quarters. The position peaked at $480K in Q3 2025. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Capital Performance Advisors reported no remaining Trimble position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 5,769 Trimble shares in Q2 2026, an estimated $376K.
  • Capital Performance Advisors first reported a position in Trimble in Q3 2024 and held it in 7 quarters.
  • Capital Performance Advisors's Trimble position peaked at $480K in Q3 2025.
  • 703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.