MGIA
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Moneta Group Investment Advisors’s Trimble TRMB Stock Holding History

Moneta Group Investment 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
2026
Q2 		$207K Sell
4,036
-119
-3% -$7.03K ﹤0.01% 832
2026
Q1 		$271K Sell
4,155
-46
-1% -$3.2K ﹤0.01% 662
2025
Q4 		$329K Buy
4,201
+123
+3% +$9.8K ﹤0.01% 612
2025
Q3 		$333K Sell
4,078
-82
-2% -$6.69K ﹤0.01% 597
2025
Q2 		$316K Buy
4,160
+218
+6% +$14.6K ﹤0.01% 551
2025
Q1 		$259K Sell
3,942
-70
-2% -$5.03K ﹤0.01% 558
2024
Q4 		$283K Buy
4,012
+55
+1% +$3.74K ﹤0.01% 542
2024
Q3 		$246K Sell
3,957
-54
-1% -$3.02K ﹤0.01% 571
2024
Q2 		$224K Buy
4,011
+8
+0.2% +$462 ﹤0.01% 556
2024
Q1 		$258K Sell
4,003
-67
-2% -$3.82K ﹤0.01% 527
2023
Q4 		$217K Buy
4,070
+79
+2% +$3.77K ﹤0.01% 518
2023
Q3 		$215K Sell
3,991
-23
-0.6% -$1.22K ﹤0.01% 479
2023
Q2 		$212K Sell
4,014
-414
-9% -$20.2K ﹤0.01% 497
2023
Q1 		$232K Buy
4,428
+388
+10% +$20.7K 0.01% 468
2022
Q4 		$235K Sell
4,040
-1,046
-21% -$58.2K 0.01% 409
2022
Q3 		$276K Sell
5,086
-1,526
-23% -$96.5K 0.01% 368
2022
Q2 		$385K Buy
6,612
+2,343
+55% +$154K 0.01% 340
2022
Q1 		$308K Sell
4,269
-89
-2% -$6.34K 0.01% 356
2021
Q4 		$380K Sell
4,358
-153
-3% -$13.1K 0.02% 340
2021
Q3 		$371K Buy
4,511
+1,309
+41% +$115K 0.02% 328
2021
Q2 		$262K Buy
+3,202
New +$255K 0.01% 387

Other funds holding TRMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Moneta Group Investment Advisors's TRMB Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Trimble (TRMB) stake by 2.9% in Q2 2026, selling an estimated $7.03K and leaving 4,036 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Moneta Group Investment Advisors first reported a position in TRMB in Q2 2021 and has held it in 21 quarters since. The position peaked at $385K in Q2 2022. 709 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Moneta Group Investment Advisors held 4,036 shares of Trimble worth $207K as of Q2 2026.
  • Moneta Group Investment Advisors sold 119 Trimble shares in Q2 2026, an estimated $7.03K.
  • Trimble made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #832 holding.
  • Moneta Group Investment Advisors first reported a position in Trimble in Q2 2021 and has held it in 21 quarters since.
  • Moneta Group Investment Advisors's Trimble position peaked at $385K in Q2 2022.
  • 709 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.