CWM
TRMB icon

Centricity Wealth Management’s Trimble TRMB Stock Holding History

Centricity Wealth Management’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 		$15.2K Hold
200
– – 0.01% 288
2025
Q1 		$13.1K Hold
200
– – 0.01% 297
2024
Q4 		$14.1K Buy
+200
New +$13.6K 0.01% 291

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Centricity Wealth Management's TRMB Position: Q2 2025 in Review

Centricity Wealth Management held its Trimble (TRMB) position steady in Q2 2025 at 200 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #288.

Centricity Wealth Management first reported a position in TRMB in Q4 2024 and has held it in 3 quarters since. 738 funds tracked by Wall St. Rank hold TRMB as of Q2 2025.

  • Centricity Wealth Management held 200 shares of Trimble worth $15.2K as of Q2 2025.
  • Centricity Wealth Management left its Trimble share count unchanged in Q2 2025.
  • Trimble made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #288 holding.
  • Centricity Wealth Management first reported a position in Trimble in Q4 2024 and has held it in 3 quarters since.
  • 738 funds tracked by Wall St. Rank held Trimble as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.