Corient Private Wealth
TRMB icon

Corient Private Wealth’s Trimble TRMB Stock Holding History

Corient Private Wealth’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 		$793K Sell
15,487
-9,598
-38% -$567K ﹤0.01% 1934
2026
Q1 		$1.62M Buy
25,085
+3,410
+16% +$237K ﹤0.01% 1376
2025
Q4 		$1.7M Buy
21,675
+887
+4% +$70.7K ﹤0.01% 1233
2025
Q3 		$1.7M Buy
20,788
+1,918
+10% +$156K ﹤0.01% 1144
2025
Q2 		$1.43M Sell
18,870
-1,235
-6% -$83K ﹤0.01% 1190
2025
Q1 		$1.32M Buy
20,105
+4,943
+33% +$355K ﹤0.01% 1161
2024
Q4 		$1.07M Sell
15,162
-3,513
-19% -$239K ﹤0.01% 1289
2024
Q3 		$1.16M Buy
18,675
+2,788
+18% +$156K ﹤0.01% 1335
2024
Q2 		$888K Sell
15,887
-9,777
-38% -$564K ﹤0.01% 1370
2024
Q1 		$1.65M Buy
25,664
+1,251
+5% +$71.3K ﹤0.01% 1114
2023
Q4 		$1.3M Sell
24,413
-1,193
-5% -$56.9K ﹤0.01% 1183
2023
Q3 		$1.38M Buy
25,606
+2,779
+12% +$147K ﹤0.01% 1066
2023
Q2 		$1.21M Sell
22,827
-10,520
-32% -$515K ﹤0.01% 1079
2023
Q1 		$1.75M Buy
33,347
+3,172
+11% +$169K ﹤0.01% 888
2022
Q4 		$1.5M Buy
+30,175
New +$1.68M 0.01% 793

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

Corient Private Wealth's TRMB Position: Q2 2026 in Review

Corient Private Wealth reduced its Trimble (TRMB) stake by 38% in Q2 2026, selling an estimated $567K and leaving 15,487 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Corient Private Wealth first reported a position in TRMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.75M in Q1 2023. 706 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Corient Private Wealth held 15,487 shares of Trimble worth $793K as of Q2 2026.
  • Corient Private Wealth sold 9,598 Trimble shares in Q2 2026, an estimated $567K.
  • Trimble made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1934 holding.
  • Corient Private Wealth first reported a position in Trimble in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Trimble position peaked at $1.75M in Q1 2023.
  • 706 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.