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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return