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Marshall & Sterling Wealth Advisors’s Trimble TRMB Stock Holding History

Marshall & Sterling 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
Q4 		– Sell
-84
Closed -$6.86K – 599
2025
Q3 		$6.86K Hold
84
– – ﹤0.01% 438
2025
Q2 		$6.38K Hold
84
– – ﹤0.01% 439
2025
Q1 		$5.51K Buy
+84
New +$6.04K ﹤0.01% 450

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Marshall & Sterling Wealth Advisors's TRMB Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Trimble (TRMB) in Q4 2025, closing a stake of 84 shares — an estimated $6.86K sold.

Marshall & Sterling Wealth Advisors first reported a position in TRMB in Q1 2025 and held it in 3 quarters. The position peaked at $6.86K in Q3 2025. 796 funds tracked by Wall St. Rank hold TRMB as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Trimble position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 84 Trimble shares in Q4 2025, an estimated $6.86K.
  • Marshall & Sterling Wealth Advisors first reported a position in Trimble in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Trimble position peaked at $6.86K in Q3 2025.
  • 796 funds tracked by Wall St. Rank held Trimble as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.