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Clearstead Advisors’s Trimble TRMB Stock Holding History

Clearstead 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 		$130K Buy
2,535
+1,373
+118% +$81.1K ﹤0.01% 1212
2026
Q1 		$75.8K Sell
1,162
-552
-32% -$38.4K ﹤0.01% 1210
2025
Q4 		$134K Buy
1,714
+1,103
+181% +$87.9K ﹤0.01% 1035
2025
Q3 		$49.9K Sell
611
-32
-5% -$2.61K ﹤0.01% 1283
2025
Q2 		$48.9K Buy
643
+381
+145% +$25.6K ﹤0.01% 1302
2025
Q1 		$17.2K Buy
262
+252
+2,520% +$18.1K ﹤0.01% 1465
2024
Q4 		$707 Hold
10
– – ﹤0.01% 1952
2024
Q3 		$621 Hold
10
– – ﹤0.01% 1944
2024
Q2 		$560 Hold
10
– – ﹤0.01% 1928
2024
Q1 		$571 Hold
10
– – ﹤0.01% 1446
2023
Q4 		$532 Sell
10
-49
-83% -$2.34K ﹤0.01% 1456
2023
Q3 		$3.18K Buy
59
+49
+490% +$2.6K ﹤0.01% 1148
2023
Q2 		$530 Hold
10
– – ﹤0.01% 1297
2023
Q1 		$525 Hold
10
– – ﹤0.01% 1297
2022
Q4 		$506 Hold
10
– – ﹤0.01% 1230
2022
Q3 		$1K Hold
10
– – ﹤0.01% 1204
2022
Q2 		$1K Hold
10
– – ﹤0.01% 1231
2022
Q1 		$1K Hold
10
– – ﹤0.01% 1329
2021
Q4 		$1K Hold
10
– – ﹤0.01% 1220
2021
Q3 		$1K Hold
10
– – ﹤0.01% 1246
2021
Q2 		$1K Hold
10
– – ﹤0.01% 1202
2021
Q1 		$1K Buy
+10
New +$722 ﹤0.01% 1077

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

Clearstead Advisors's TRMB Position: Q2 2026 in Review

Clearstead Advisors increased its Trimble (TRMB) stake by 118% in Q2 2026, buying an estimated $81.1K and bringing the position to 2,535 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Clearstead Advisors first reported a position in TRMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $134K in Q4 2025. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Clearstead Advisors held 2,535 shares of Trimble worth $130K as of Q2 2026.
  • Clearstead Advisors bought 1,373 Trimble shares in Q2 2026, an estimated $81.1K.
  • Trimble made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1212 holding.
  • Clearstead Advisors first reported a position in Trimble in Q1 2021 and has held it in 22 quarters since.
  • Clearstead Advisors's Trimble position peaked at $134K in Q4 2025.
  • 703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.