HWA
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HHM Wealth Advisors’s Trimble TRMB Stock Holding History

HHM 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
2025
Q3 		– Sell
-14
Closed -$1.06K – 932
2025
Q2 		$1.06K Hold
14
– – ﹤0.01% 807
2025
Q1 		$920 Hold
14
– – ﹤0.01% 845
2024
Q4 		$990 Buy
+14
New +$952 ﹤0.01% 856

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HHM Wealth Advisors's TRMB Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Trimble (TRMB) in Q3 2025, closing a stake of 14 shares — an estimated $1.06K sold.

HHM Wealth Advisors first reported a position in TRMB in Q4 2024 and held it in 3 quarters. The position peaked at $1.06K in Q2 2025. 763 funds tracked by Wall St. Rank hold TRMB as of Q3 2025.

  • HHM Wealth Advisors reported no remaining Trimble position as of Q3 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 14 Trimble shares in Q3 2025, an estimated $1.06K.
  • HHM Wealth Advisors first reported a position in Trimble in Q4 2024 and held it in 3 quarters.
  • HHM Wealth Advisors's Trimble position peaked at $1.06K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Trimble as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.