SageView Advisory Group’s Trimble TRMB Stock Holding History

SageView Advisory 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	-503	Closed	-$39.4K	–	2280
2025 Q4	$39.4K	Buy	+503	New	+$40.1K	﹤0.01%	1177

Other funds holding TRMB

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SageView Advisory Group's TRMB Position: Q1 2026 in Review

SageView Advisory Group sold out of Trimble (TRMB) in Q1 2026, closing a stake of 503 shares — an estimated $39.4K sold.

SageView Advisory Group first reported a position in TRMB in Q4 2025 and held it in 1 quarter. The position peaked at $39.4K in Q4 2025. 779 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

SageView Advisory Group reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 503 Trimble shares in Q1 2026, an estimated $39.4K.
SageView Advisory Group first reported a position in Trimble in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Trimble position peaked at $39.4K in Q4 2025.
779 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.