Next Level Wealth Planning’s Trimble TRMB Stock Holding History

Next Level Wealth Planning’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 Q3	$18.3K	Buy	+320	New	+$18.2K	0.01%	277

Other funds holding TRMB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Next Level Wealth Planning's TRMB Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Trimble (TRMB) in Q3 2026: 320 shares worth $18.3K. The stake represents 0.01% of the portfolio and ranks #277 among its holdings.

338 funds tracked by Wall St. Rank hold TRMB as of Q3 2026.

Next Level Wealth Planning held 320 shares of Trimble worth $18.3K as of Q3 2026.
Trimble was a new Next Level Wealth Planning position in Q3 2026.
Trimble made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #277 holding.
338 funds tracked by Wall St. Rank held Trimble as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.