Sequoia Financial Advisors’s Trimble TRMB Stock Holding History

Sequoia Financial 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	$891K	Sell	17,401 -5,576	-24%	-$330K	﹤0.01%	1006
2026 Q1	$1.5M	Buy	22,977 +9,973	+77%	+$693K	0.01%	719
2025 Q4	$1.02M	Buy	13,004 +3,114	+31%	+$248K	0.01%	877
2025 Q3	$808K	Buy	9,890 +613	+7%	+$50K	﹤0.01%	893
2025 Q2	$705K	Buy	9,277 +5,426	+141%	+$364K	﹤0.01%	841
2025 Q1	$253K	Sell	3,851 -42	-1%	-$3.02K	﹤0.01%	1146
2024 Q4	$275K	Sell	3,893 -88	-2%	-$5.98K	﹤0.01%	1059
2024 Q3	$247K	Buy	3,981 +219	+6%	+$12.2K	﹤0.01%	1068
2024 Q2	$210K	Sell	3,762 -99	-3%	-$5.71K	﹤0.01%	1082
2024 Q1	$248K	Buy	+3,861	New	+$220K	﹤0.01%	948
2023 Q1	–	Sell	-3,995	Closed	-$202K	–	873
2022 Q4	$202K	Buy	+3,995	New	+$222K	0.01%	732

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

Sequoia Financial Advisors's TRMB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Trimble (TRMB) stake by 24% in Q2 2026, selling an estimated $330K and leaving 17,401 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Sequoia Financial Advisors first reported a position in TRMB in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.5M in Q1 2026. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

Sequoia Financial Advisors held 17,401 shares of Trimble worth $891K as of Q2 2026.
Sequoia Financial Advisors sold 5,576 Trimble shares in Q2 2026, an estimated $330K.
Trimble made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1006 holding.
Sequoia Financial Advisors first reported a position in Trimble in Q4 2022 and has held it in 11 quarters since.
Sequoia Financial Advisors's Trimble position peaked at $1.5M in Q1 2026.
703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.