NewSquare Capital’s Trimble TRMB Stock Holding History

NewSquare Capital’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	-221	Closed	-$16.8K	–	1147
2025 Q2	$16.8K	Sell	221 -107	-33%	-$7.19K	﹤0.01%	525
2025 Q1	$21.5K	Buy	328 +324	+8,100%	+$23.3K	﹤0.01%	340
2024 Q4	$283	Buy	+4	New	+$272	﹤0.01%	829
2016 Q4	–	Sell	-119	Closed	-$3K	–	447
2016 Q3	$3K	Buy	+119	New	+$3.18K	﹤0.01%	412

Other funds holding TRMB

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

NewSquare Capital's TRMB Position: Q3 2025 in Review

NewSquare Capital sold out of Trimble (TRMB) in Q3 2025, closing a stake of 221 shares — an estimated $16.8K sold.

NewSquare Capital first reported a position in TRMB in Q3 2016 and held it in 4 quarters. The position peaked at $21.5K in Q1 2025. 764 funds tracked by Wall St. Rank hold TRMB as of Q3 2025.

NewSquare Capital reported no remaining Trimble position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 221 Trimble shares in Q3 2025, an estimated $16.8K.
NewSquare Capital first reported a position in Trimble in Q3 2016 and held it in 4 quarters.
NewSquare Capital's Trimble position peaked at $21.5K in Q1 2025.
764 funds tracked by Wall St. Rank held Trimble as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.