EWP
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Elevation Wealth Partners’s Trimble TRMB Stock Holding History

Elevation Wealth Partners’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
Q3 		$4.51K Buy
+79
New +$4.49K ﹤0.01% 1123
2026
Q1 		– Sell
-13
Closed -$1.02K – 1138
2025
Q4 		$1.02K Buy
13
+7
+117% +$558 ﹤0.01% 863
2025
Q3 		$490 Buy
+6
New +$489 ﹤0.01% 816

Other funds holding TRMB

BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Elevation Wealth Partners's TRMB Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Trimble (TRMB) in Q3 2026: 79 shares worth $4.51K. The stake represents ﹤0.01% of the portfolio and ranks #1123 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in TRMB as recently as Q4 2025.

Elevation Wealth Partners first reported a position in TRMB in Q3 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold TRMB as of Q3 2026.

  • Elevation Wealth Partners held 79 shares of Trimble worth $4.51K as of Q3 2026.
  • Trimble was a new Elevation Wealth Partners position in Q3 2026.
  • Trimble made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1123 holding.
  • Elevation Wealth Partners first reported a position in Trimble in Q3 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Trimble as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.