Envestnet Portfolio Solutions’s Trimble TRMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-4,547
Closed -$356K 1504
2025
Q4
$356K Sell
4,547
-1,096
-19% -$87.3K ﹤0.01% 1199
2025
Q3
$461K Buy
5,643
+1,918
+51% +$156K ﹤0.01% 1067
2025
Q2
$283K Sell
3,725
-157
-4% -$10.5K ﹤0.01% 1365
2025
Q1
$255K Sell
3,882
-1,496
-28% -$108K ﹤0.01% 1370
2024
Q4
$380K Buy
5,378
+2,009
+60% +$137K ﹤0.01% 1372
2024
Q3
$209K Buy
+3,369
New +$188K ﹤0.01% 1632
2024
Q2
Sell
-3,348
Closed -$215K 1696
2024
Q1
$215K Buy
+3,348
New +$191K ﹤0.01% 1531

Other funds holding TRMB

Envestnet Portfolio Solutions's TRMB Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Trimble (TRMB) in Q1 2026, closing a stake of 4,547 shares — an estimated $356K sold.

Envestnet Portfolio Solutions first reported a position in TRMB in Q1 2024 and held it in 7 quarters. The position peaked at $461K in Q3 2025. 778 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,547 Trimble shares in Q1 2026, an estimated $356K.
  • Envestnet Portfolio Solutions first reported a position in Trimble in Q1 2024 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's Trimble position peaked at $461K in Q3 2025.
  • 778 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.