Kovitz Investment Group Partners
TRMB icon

Kovitz Investment Group Partners’s Trimble TRMB Stock Holding History

Kovitz Investment Group Partners’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 		– Sell
-38,744
Closed -$3.16M – 1245
2025
Q3 		$3.16M Buy
38,744
+46
+0.1% +$3.75K 0.01% 546
2025
Q2 		$2.94M Buy
38,698
+530
+1% +$35.6K 0.01% 547
2025
Q1 		$2.51M Buy
38,168
+167
+0.4% +$12K 0.01% 539
2024
Q4 		$2.69M Buy
38,001
+318
+0.8% +$21.6K 0.01% 519
2024
Q3 		$2.16M Buy
37,683
+3,363
+10% +$188K 0.02% 484
2024
Q2 		$1.92M Buy
+34,320
New +$1.98M 0.02% 441

Other funds holding TRMB

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Kovitz Investment Group Partners's TRMB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Trimble (TRMB) in Q4 2025, closing a stake of 38,744 shares — an estimated $3.16M sold.

Kovitz Investment Group Partners first reported a position in TRMB in Q2 2024 and held it in 6 quarters. The position peaked at $3.16M in Q3 2025. 796 funds tracked by Wall St. Rank hold TRMB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Trimble position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 38,744 Trimble shares in Q4 2025, an estimated $3.16M.
  • Kovitz Investment Group Partners first reported a position in Trimble in Q2 2024 and held it in 6 quarters.
  • Kovitz Investment Group Partners's Trimble position peaked at $3.16M in Q3 2025.
  • 796 funds tracked by Wall St. Rank held Trimble as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.