HFS
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Heritage Financial Services’s Trimble TRMB Stock Holding History

Heritage Financial Services’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
Q4 		$419K Buy
5,344
+3
+0.1% +$239 0.03% 83
2025
Q3 		$436K Hold
5,341
– – 0.04% 81
2025
Q2 		$406K Sell
5,341
-1,230
-19% -$82.6K 0.04% 78
2025
Q1 		$431K Sell
6,571
-1,392
-17% -$100K 0.04% 77
2024
Q4 		$563K Buy
+7,963
New +$541K 0.07% 62

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Select Equity Group New York $19.5B AUM 17.33% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Heritage Financial Services's TRMB Position: Q4 2025 in Review

Heritage Financial Services increased its Trimble (TRMB) stake by 0.06% in Q4 2025, buying an estimated $239 and bringing the position to 5,344 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #83.

Heritage Financial Services first reported a position in TRMB in Q4 2024 and has held it in 5 quarters since. The position peaked at $563K in Q4 2024. 795 funds tracked by Wall St. Rank hold TRMB as of Q4 2025.

  • Heritage Financial Services held 5,344 shares of Trimble worth $419K as of Q4 2025.
  • Heritage Financial Services bought 3 Trimble shares in Q4 2025, an estimated $239.
  • Trimble made up 0.03% of Heritage Financial Services's portfolio in Q4 2025, its #83 holding.
  • Heritage Financial Services first reported a position in Trimble in Q4 2024 and has held it in 5 quarters since.
  • Heritage Financial Services's Trimble position peaked at $563K in Q4 2024.
  • 795 funds tracked by Wall St. Rank held Trimble as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.