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Principia Wealth Advisory’s Trimble TRMB Stock Holding History

Principia Wealth Advisory’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 		$972 Sell
19
-22
-54% -$1.3K ﹤0.01% 770
2026
Q1 		$2.67K Buy
41
+14
+52% +$973 ﹤0.01% 435
2025
Q4 		$2.12K Buy
27
+15
+125% +$1.2K ﹤0.01% 449
2025
Q3 		$980 Buy
12
+3
+33% +$245 ﹤0.01% 652
2025
Q2 		$684 Buy
9
+1
+13% +$67 ﹤0.01% 668
2025
Q1 		$492 Sell
8
-1
-11% -$72 ﹤0.01% 579
2024
Q4 		$636 Buy
+9
New +$612 ﹤0.01% 477

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

Principia Wealth Advisory's TRMB Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Trimble (TRMB) stake by 54% in Q2 2026, selling an estimated $1.3K and leaving 19 shares worth $972. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Principia Wealth Advisory first reported a position in TRMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.67K in Q1 2026. 705 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Principia Wealth Advisory held 19 shares of Trimble worth $972 as of Q2 2026.
  • Principia Wealth Advisory sold 22 Trimble shares in Q2 2026, an estimated $1.3K.
  • Trimble made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #770 holding.
  • Principia Wealth Advisory first reported a position in Trimble in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Trimble position peaked at $2.67K in Q1 2026.
  • 705 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.