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Coldstream Capital Management’s TriNet TNET Stock Holding History

Coldstream Capital Management’s Portfolio TNET Stock Details TNET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-189
Closed -$15K – 3165
2025
Q1 		$15K Buy
+189
New +$15.7K ﹤0.01% 2225

Other funds holding TNET

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Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Coldstream Capital Management's TNET Position: Q2 2025 in Review

Coldstream Capital Management sold out of TriNet (TNET) in Q2 2025, closing a stake of 189 shares — an estimated $15K sold.

Coldstream Capital Management first reported a position in TNET in Q1 2025 and held it in 1 quarter. The position peaked at $15K in Q1 2025. 256 funds tracked by Wall St. Rank hold TNET as of Q2 2025.

  • Coldstream Capital Management reported no remaining TriNet position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 189 TriNet shares in Q2 2025, an estimated $15K.
  • Coldstream Capital Management first reported a position in TriNet in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's TriNet position peaked at $15K in Q1 2025.
  • 256 funds tracked by Wall St. Rank held TriNet as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.