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Root Financial Partners’s Trimble TRMB Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-1,101
Closed -$71.8K – 2962
2026
Q1 		$71.8K Buy
1,101
+645
+141% +$44.8K ﹤0.01% 711
2025
Q4 		$35.7K Buy
456
+93
+26% +$7.41K ﹤0.01% 860
2025
Q3 		$29.6K Buy
+363
New +$29.6K ﹤0.01% 903

Other funds holding TRMB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Root Financial Partners's TRMB Position: Q2 2026 in Review

Root Financial Partners sold out of Trimble (TRMB) in Q2 2026, closing a stake of 1,101 shares — an estimated $71.8K sold.

Root Financial Partners first reported a position in TRMB in Q3 2025 and held it in 3 quarters. The position peaked at $71.8K in Q1 2026. 197 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Root Financial Partners reported no remaining Trimble position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,101 Trimble shares in Q2 2026, an estimated $71.8K.
  • Root Financial Partners first reported a position in Trimble in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Trimble position peaked at $71.8K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.