Krilogy Financial’s Trimble TRMB Stock Holding History

Krilogy Financial’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 Q2	–	Sell	-6,990	Closed	-$473K	–	1143
2026 Q1	$473K	Sell	6,990 -1,097	-14%	-$76.2K	0.02%	601
2025 Q4	$577K	Buy	8,087 +1,776	+28%	+$142K	0.02%	511
2025 Q3	$508K	Buy	+6,311	New	+$515K	0.02%	521

Other funds holding TRMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Krilogy Financial's TRMB Position: Q2 2026 in Review

Krilogy Financial sold out of Trimble (TRMB) in Q2 2026, closing a stake of 6,990 shares — an estimated $473K sold.

Krilogy Financial first reported a position in TRMB in Q3 2025 and held it in 3 quarters. The position peaked at $577K in Q4 2025. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

Krilogy Financial reported no remaining Trimble position as of Q2 2026 after selling out during the quarter.
Krilogy Financial sold 6,990 Trimble shares in Q2 2026, an estimated $473K.
Krilogy Financial first reported a position in Trimble in Q3 2025 and held it in 3 quarters.
Krilogy Financial's Trimble position peaked at $577K in Q4 2025.
703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.