Sax Wealth Advisors’s Trimble TRMB Stock Holding History

Sax 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	$246K	Sell	3,771 -1,916	-34%	-$113K	0.01%	485
2026 Q1	$446K	Hold	5,687	–	–	0.02%	306
2025 Q4	$446K	Buy	5,687 +14	+0.2%	+$1.12K	0.02%	310
2025 Q3	$463K	Sell	5,673 -178	-3%	-$14.5K	0.02%	284
2025 Q2	$445K	Sell	5,851 -227	-4%	-$15.2K	0.03%	274
2025 Q1	$399K	Buy	6,078 +756	+14%	+$54.4K	0.03%	247
2024 Q4	$376K	Buy	5,322 +1,059	+25%	+$72K	0.03%	234
2024 Q3	$265K	Buy	4,263 +597	+16%	+$33.3K	0.02%	235
2024 Q2	$205K	Buy	+3,666	New	+$212K	0.02%	261

Other funds holding TRMB

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

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

Sax Wealth Advisors reduced its Trimble (TRMB) stake by 34% in Q2 2026, selling an estimated $113K and leaving 3,771 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #485.

Sax Wealth Advisors first reported a position in TRMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $463K in Q3 2025. 97 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

Sax Wealth Advisors held 3,771 shares of Trimble worth $246K as of Q2 2026.
Sax Wealth Advisors sold 1,916 Trimble shares in Q2 2026, an estimated $113K.
Trimble made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #485 holding.
Sax Wealth Advisors first reported a position in Trimble in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's Trimble position peaked at $463K in Q3 2025.
97 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.