Claro Advisors’s Trimble TRMB Stock Holding History

Claro 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
2025 Q1	–	Sell	-2,918	Closed	-$206K	–	552
2024 Q4	$206K	Sell	2,918 -899	-24%	-$61.1K	0.03%	462
2024 Q3	$237K	Buy	+3,817	New	+$213K	0.03%	439

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Claro Advisors's TRMB Position: Q1 2025 in Review

Claro Advisors sold out of Trimble (TRMB) in Q1 2025, closing a stake of 2,918 shares — an estimated $206K sold.

Claro Advisors first reported a position in TRMB in Q3 2024 and held it in 2 quarters. The position peaked at $237K in Q3 2024. 705 funds tracked by Wall St. Rank hold TRMB as of Q1 2025.

Claro Advisors reported no remaining Trimble position as of Q1 2025 after selling out during the quarter.
Claro Advisors sold 2,918 Trimble shares in Q1 2025, an estimated $206K.
Claro Advisors first reported a position in Trimble in Q3 2024 and held it in 2 quarters.
Claro Advisors's Trimble position peaked at $237K in Q3 2024.
705 funds tracked by Wall St. Rank held Trimble as of Q1 2025.

Based on Claro Advisors's 13F filing for Q1 2025, filed 12 May 2025.