GoalVest Advisory’s Trimble TRMB Stock Holding History

GoalVest Advisory’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
2025 Q2	–	Sell	-6	Closed	-$394	–	516
2025 Q1	$394	Buy	+6	New	+$431	﹤0.01%	385

Other funds holding TRMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

GoalVest Advisory's TRMB Position: Q2 2025 in Review

GoalVest Advisory sold out of Trimble (TRMB) in Q2 2025, closing a stake of 6 shares — an estimated $394 sold.

GoalVest Advisory first reported a position in TRMB in Q1 2025 and held it in 1 quarter. The position peaked at $394 in Q1 2025. 737 funds tracked by Wall St. Rank hold TRMB as of Q2 2025.

GoalVest Advisory reported no remaining Trimble position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 6 Trimble shares in Q2 2025, an estimated $394.
GoalVest Advisory first reported a position in Trimble in Q1 2025 and held it in 1 quarter.
GoalVest Advisory's Trimble position peaked at $394 in Q1 2025.
737 funds tracked by Wall St. Rank held Trimble as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.