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One Wealth Advisors’s Trimble TRMB Stock Holding History

One 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
2026
Q2 		$226K Sell
4,424
-1,822
-29% -$108K 0.03% 304
2026
Q1 		$407K Sell
6,246
-543
-8% -$37.7K 0.05% 198
2025
Q4 		$532K Sell
6,789
-494
-7% -$39.4K 0.07% 161
2025
Q3 		$595K Sell
7,283
-460
-6% -$37.5K 0.07% 148
2025
Q2 		$588K Buy
7,743
+576
+8% +$38.7K 0.08% 141
2025
Q1 		$471K Buy
7,167
+121
+2% +$8.7K 0.07% 154
2024
Q4 		$498K Buy
7,046
+1,582
+29% +$108K 0.07% 121
2024
Q3 		$339K Buy
5,464
+542
+11% +$30.3K 0.05% 181
2024
Q2 		$254K Buy
4,922
+1,351
+38% +$78K 0.05% 182
2024
Q1 		$230K Buy
+3,571
New +$203K 0.04% 220
2023
Q1 		– Sell
-1,101
Closed -$55.7K – 561
2022
Q4 		$55.7K Buy
+1,101
New +$61.3K 0.01% 397
2019
Q2 		– Sell
-146
Closed -$6K – 444
2019
Q1 		$6K Buy
+146
New +$5.54K ﹤0.01% 356
2018
Q4 		– Sell
-368
Closed -$16K – 435
2018
Q3 		$16K Hold
368
– – 0.01% 334
2018
Q2 		$12K Hold
368
– – 0.01% 336
2018
Q1 		$13K Sell
368
-21
-5% -$846 0.01% 313
2017
Q4 		$16K Buy
+389
New +$15.9K 0.01% 339

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 $3.37T AUM 44.26% 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

One Wealth Advisors's TRMB Position: Q2 2026 in Review

One Wealth Advisors reduced its Trimble (TRMB) stake by 29% in Q2 2026, selling an estimated $108K and leaving 4,424 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #304.

One Wealth Advisors first reported a position in TRMB in Q4 2017 and has held it in 16 quarters since. The position peaked at $595K in Q3 2025. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • One Wealth Advisors held 4,424 shares of Trimble worth $226K as of Q2 2026.
  • One Wealth Advisors sold 1,822 Trimble shares in Q2 2026, an estimated $108K.
  • Trimble made up 0.03% of One Wealth Advisors's portfolio in Q2 2026, its #304 holding.
  • One Wealth Advisors first reported a position in Trimble in Q4 2017 and has held it in 16 quarters since.
  • One Wealth Advisors's Trimble position peaked at $595K in Q3 2025.
  • 703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.