Crestwood Advisors Group’s Trimble TRMB Stock Holding History

Crestwood Advisors Group’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	–	Sell	-7,315	Closed	-$477K	–	912
2026 Q1	$477K	Buy	7,315 +4,115	+129%	+$286K	0.01%	434
2025 Q4	$251K	Buy	+3,200	New	+$255K	﹤0.01%	583

Other funds holding TRMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Crestwood Advisors Group's TRMB Position: Q2 2026 in Review

Crestwood Advisors Group sold out of Trimble (TRMB) in Q2 2026, closing a stake of 7,315 shares — an estimated $477K sold.

Crestwood Advisors Group first reported a position in TRMB in Q4 2025 and held it in 2 quarters. The position peaked at $477K in Q1 2026. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

Crestwood Advisors Group reported no remaining Trimble position as of Q2 2026 after selling out during the quarter.
Crestwood Advisors Group sold 7,315 Trimble shares in Q2 2026, an estimated $477K.
Crestwood Advisors Group first reported a position in Trimble in Q4 2025 and held it in 2 quarters.
Crestwood Advisors Group's Trimble position peaked at $477K in Q1 2026.
703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.