PAG
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Poinciana Advisors Group’s Trimble TRMB Stock Holding History

Poinciana Advisors Group’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
Q1 		– Sell
-2,808
Closed -$220K – 153
2025
Q4 		$220K Sell
2,808
-14
-0.5% -$1.12K 0.17% 119
2025
Q3 		$230K Hold
2,822
– – 0.19% 103
2025
Q2 		$214K Buy
+2,822
New +$190K 0.19% 115

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Poinciana Advisors Group's TRMB Position: Q1 2026 in Review

Poinciana Advisors Group sold out of Trimble (TRMB) in Q1 2026, closing a stake of 2,808 shares — an estimated $220K sold.

Poinciana Advisors Group first reported a position in TRMB in Q2 2025 and held it in 3 quarters. The position peaked at $230K in Q3 2025. 779 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Poinciana Advisors Group reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 2,808 Trimble shares in Q1 2026, an estimated $220K.
  • Poinciana Advisors Group first reported a position in Trimble in Q2 2025 and held it in 3 quarters.
  • Poinciana Advisors Group's Trimble position peaked at $230K in Q3 2025.
  • 779 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Poinciana Advisors Group's 13F filing for Q1 2026, filed 16 Apr 2026.