Heritage Family Offices’s Trimble TRMB Stock Holding History

Heritage Family Offices’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	-2,972	Closed	-$233K	–	239
2025 Q4	$233K	Sell	2,972 -1,501	-34%	-$120K	0.11%	173
2025 Q3	$365K	Buy	+4,473	New	+$365K	0.17%	113

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

Heritage Family Offices's TRMB Position: Q1 2026 in Review

Heritage Family Offices sold out of Trimble (TRMB) in Q1 2026, closing a stake of 2,972 shares — an estimated $233K sold.

Heritage Family Offices first reported a position in TRMB in Q3 2025 and held it in 2 quarters. The position peaked at $365K in Q3 2025. 778 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

Heritage Family Offices reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
Heritage Family Offices sold 2,972 Trimble shares in Q1 2026, an estimated $233K.
Heritage Family Offices first reported a position in Trimble in Q3 2025 and held it in 2 quarters.
Heritage Family Offices's Trimble position peaked at $365K in Q3 2025.
778 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.