EPW
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Evolve Private Wealth’s Trimble TRMB Stock Holding History

Evolve Private Wealth’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 		$222K Sell
4,343
-3,532
-45% -$209K 0.01% 891
2026
Q1 		$514K Buy
7,875
+520
+7% +$36.1K 0.03% 565
2025
Q4 		$576K Buy
+7,355
New +$586K 0.03% 478

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

Evolve Private Wealth's TRMB Position: Q2 2026 in Review

Evolve Private Wealth reduced its Trimble (TRMB) stake by 45% in Q2 2026, selling an estimated $209K and leaving 4,343 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #891.

Evolve Private Wealth first reported a position in TRMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $576K in Q4 2025. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Evolve Private Wealth held 4,343 shares of Trimble worth $222K as of Q2 2026.
  • Evolve Private Wealth sold 3,532 Trimble shares in Q2 2026, an estimated $209K.
  • Trimble made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #891 holding.
  • Evolve Private Wealth first reported a position in Trimble in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Trimble position peaked at $576K in Q4 2025.
  • 703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.