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Congress Wealth Management’s Trimble TRMB Stock Holding History

Congress 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 		$871K Buy
11,457
+285
+3% +$19.1K 0.01% 745
2025
Q1 		$733K Buy
11,172
+207
+2% +$14.9K 0.01% 709
2024
Q4 		$775K Buy
10,965
+83
+0.8% +$5.64K 0.01% 558
2024
Q3 		$676K Hold
10,882
– – 0.01% 584
2024
Q2 		$609K Sell
10,882
-192
-2% -$11.1K 0.01% 507
2024
Q1 		$713K Sell
11,074
-213
-2% -$12.1K 0.01% 407
2023
Q4 		$600K Sell
11,287
-46
-0.4% -$2.19K 0.01% 443
2023
Q3 		$610K Sell
11,333
-370
-3% -$19.6K 0.01% 431
2023
Q2 		$620K Sell
11,703
-170,385
-94% -$8.33M 0.01% 392
2023
Q1 		$9.55M Buy
182,088
+30,177
+20% +$1.61M 0.23% 135
2022
Q4 		$7.68M Sell
151,911
-16,621
-10% -$925K 0.2% 147
2022
Q3 		$9.15M Buy
168,532
+5,238
+3% +$331K 0.25% 123
2022
Q2 		$9.51M Buy
163,294
+154,733
+1,807% +$10.2M 0.24% 123
2022
Q1 		$618K Sell
8,561
-1,813
-17% -$129K 0.01% 414
2021
Q4 		$904K Buy
+10,374
New +$891K 0.02% 384

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 $3.38T AUM 44.17% 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

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

Congress Wealth Management increased its Trimble (TRMB) stake by 2.6% in Q2 2025, buying an estimated $19.1K and bringing the position to 11,457 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #745.

Congress Wealth Management first reported a position in TRMB in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.55M in Q1 2023. 738 funds tracked by Wall St. Rank hold TRMB as of Q2 2025.

  • Congress Wealth Management held 11,457 shares of Trimble worth $871K as of Q2 2025.
  • Congress Wealth Management bought 285 Trimble shares in Q2 2025, an estimated $19.1K.
  • Trimble made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #745 holding.
  • Congress Wealth Management first reported a position in Trimble in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Trimble position peaked at $9.55M in Q1 2023.
  • 738 funds tracked by Wall St. Rank held Trimble as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.