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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elevation Wealth Partners's TRMB Position: Q1 2026 in Review

Elevation Wealth Partners sold out of Trimble (TRMB) in Q1 2026, closing a stake of 13 shares — an estimated $1.02K sold.

Elevation Wealth Partners first reported a position in TRMB in Q3 2025 and held it in 2 quarters. The position peaked at $1.02K in Q4 2025. 778 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

Elevation Wealth Partners reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
Elevation Wealth Partners sold 13 Trimble shares in Q1 2026, an estimated $1.02K.
Elevation Wealth Partners first reported a position in Trimble in Q3 2025 and held it in 2 quarters.
Elevation Wealth Partners's Trimble position peaked at $1.02K in Q4 2025.
778 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Elevation Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.