EWA
TRMB icon

EverSource Wealth Advisors’s Trimble TRMB Stock Holding History

EverSource Wealth Advisors’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 		$262K Sell
4,010
-630
-14% -$43.8K 0.01% 912
2025
Q4 		$364K Buy
4,640
+27
+0.6% +$2.15K 0.01% 665
2025
Q3 		$377K Buy
4,613
+1,437
+45% +$117K 0.01% 611
2025
Q2 		$241K Buy
3,176
+352
+12% +$23.6K 0.01% 784
2025
Q1 		$185K Buy
2,824
+563
+25% +$40.5K 0.01% 690
2024
Q4 		$160K Buy
2,261
+262
+13% +$17.8K 0.01% 741
2024
Q3 		$124K Sell
1,999
-1,373
-41% -$76.7K 0.01% 719
2024
Q2 		$184K Buy
3,372
+91
+3% +$5.25K 0.01% 587
2024
Q1 		$197K Buy
3,281
+1,691
+106% +$96.3K 0.02% 494
2023
Q4 		$84.6K Buy
1,590
+1,388
+687% +$66.2K 0.01% 697
2023
Q3 		$10.9K Hold
202
– – ﹤0.01% 1392
2023
Q2 		$10.7K Sell
202
-866
-81% -$42.4K ﹤0.01% 1409
2023
Q1 		$56K Buy
1,068
+39
+4% +$2.08K 0.01% 755
2022
Q4 		$52K Buy
1,029
+663
+181% +$36.9K 0.01% 749
2022
Q3 		$20K Buy
366
+99
+37% +$6.26K ﹤0.01% 911
2022
Q2 		$16K Buy
267
+99
+59% +$6.5K ﹤0.01% 899
2022
Q1 		$12K Sell
168
-463
-73% -$33K ﹤0.01% 919
2021
Q4 		$55K Buy
+631
New +$54.2K 0.02% 414

Other funds holding TRMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EverSource Wealth Advisors's TRMB Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Trimble (TRMB) stake by 14% in Q1 2026, selling an estimated $43.8K and leaving 4,010 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #912.

EverSource Wealth Advisors first reported a position in TRMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $377K in Q3 2025. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • EverSource Wealth Advisors held 4,010 shares of Trimble worth $262K as of Q1 2026.
  • EverSource Wealth Advisors sold 630 Trimble shares in Q1 2026, an estimated $43.8K.
  • Trimble made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #912 holding.
  • EverSource Wealth Advisors first reported a position in Trimble in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Trimble position peaked at $377K in Q3 2025.
  • 774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.