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Dynasty Wealth Management’s Trimble TRMB Stock Holding History

Dynasty 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
2026
Q2 		– Sell
-19,978
Closed -$1.3M – 399
2026
Q1 		$1.3M Buy
19,978
+10,558
+112% +$734K 0.01% 155
2025
Q4 		$738K Buy
9,420
+1,036
+12% +$82.6K 0.01% 211
2025
Q3 		$685K Buy
8,384
+1,267
+18% +$103K 0.01% 195
2025
Q2 		$541K Sell
7,117
-1,347
-16% -$90.5K 0.01% 174
2025
Q1 		$556K Buy
8,464
+847
+11% +$60.9K 0.01% 191
2024
Q4 		$538K Buy
+7,617
New +$518K 0.01% 198

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

Dynasty Wealth Management's TRMB Position: Q2 2026 in Review

Dynasty Wealth Management sold out of Trimble (TRMB) in Q2 2026, closing a stake of 19,978 shares — an estimated $1.3M sold.

Dynasty Wealth Management first reported a position in TRMB in Q4 2024 and held it in 6 quarters. The position peaked at $1.3M in Q1 2026. 707 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Dynasty Wealth Management reported no remaining Trimble position as of Q2 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 19,978 Trimble shares in Q2 2026, an estimated $1.3M.
  • Dynasty Wealth Management first reported a position in Trimble in Q4 2024 and held it in 6 quarters.
  • Dynasty Wealth Management's Trimble position peaked at $1.3M in Q1 2026.
  • 707 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.