Portus Wealth Advisors’s Trimble TRMB Stock Holding History

Portus 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	–	Sell	-20	Closed	-$1.3K	–	488
2026 Q1	$1.3K	Buy	+20	New	+$1.39K	﹤0.01%	349

Other funds holding TRMB

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Portus Wealth Advisors sold out of Trimble (TRMB) in Q2 2026, closing a stake of 20 shares — an estimated $1.3K sold.

Portus Wealth Advisors first reported a position in TRMB in Q1 2026 and held it in 1 quarter. The position peaked at $1.3K in Q1 2026. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

Portus Wealth Advisors reported no remaining Trimble position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 20 Trimble shares in Q2 2026, an estimated $1.3K.
Portus Wealth Advisors first reported a position in Trimble in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Trimble position peaked at $1.3K in Q1 2026.
703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.