OWP
TRMB icon

ORG Wealth Partners’s Trimble TRMB Stock Holding History

ORG Wealth Partners’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
-306
Closed -$23.4K – 709
2025
Q2 		$23.4K Sell
306
-1,109
-78% -$74.5K 0.01% 409
2025
Q1 		$92.5K Buy
+1,415
New +$102K 0.03% 271

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

ORG Wealth Partners's TRMB Position: Q3 2025 in Review

ORG Wealth Partners sold out of Trimble (TRMB) in Q3 2025, closing a stake of 306 shares — an estimated $23.4K sold.

ORG Wealth Partners first reported a position in TRMB in Q1 2025 and held it in 2 quarters. The position peaked at $92.5K in Q1 2025. 763 funds tracked by Wall St. Rank hold TRMB as of Q3 2025.

  • ORG Wealth Partners reported no remaining Trimble position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 306 Trimble shares in Q3 2025, an estimated $23.4K.
  • ORG Wealth Partners first reported a position in Trimble in Q1 2025 and held it in 2 quarters.
  • ORG Wealth Partners's Trimble position peaked at $92.5K in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Trimble as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.