Sheaff Brock Investment Advisors’s Trimble TRMB Stock Holding History

Sheaff Brock Investment 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
2025 Q1	$695K	Buy	+10,580	New	+$761K	0.06%	218
2022 Q4	–	Sell	-10,300	Closed	-$559K	–	532
2022 Q3	$559K	Sell	10,300 -200	-2%	-$12.7K	0.06%	218
2022 Q2	$611K	Sell	10,500 -2,729	-21%	-$179K	0.05%	214
2022 Q1	$955K	Buy	13,229 +157	+1%	+$11.2K	0.07%	187
2021 Q4	$1.14M	Buy	13,072 +10,525	+413%	+$904K	0.08%	171
2021 Q3	$209K	Buy	+2,547	New	+$224K	0.02%	482
2021 Q1	–	Sell	-7,530	Closed	-$503K	–	521
2020 Q4	$503K	Buy	+7,530	New	+$432K	0.04%	236
2017 Q3	–	Sell	-7,314	Closed	-$261K	–	615
2017 Q2	$261K	Buy	+7,314	New	+$254K	0.03%	423

Other funds holding TRMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sheaff Brock Investment Advisors's TRMB Position: Q1 2025 in Review

Sheaff Brock Investment Advisors opened a new position in Trimble (TRMB) in Q1 2025: 10,580 shares worth $695K. The stake represents 0.06% of the portfolio and ranks #218 among its holdings. This is a return to the name: Sheaff Brock Investment Advisors previously reported a position in TRMB as recently as Q3 2022.

Sheaff Brock Investment Advisors first reported a position in TRMB in Q2 2017 and has held it in 8 quarters since. The position peaked at $1.14M in Q4 2021. 705 funds tracked by Wall St. Rank hold TRMB as of Q1 2025.

Sheaff Brock Investment Advisors held 10,580 shares of Trimble worth $695K as of Q1 2025.
Trimble was a new Sheaff Brock Investment Advisors position in Q1 2025.
Trimble made up 0.06% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #218 holding.
Sheaff Brock Investment Advisors first reported a position in Trimble in Q2 2017 and has held it in 8 quarters since.
Sheaff Brock Investment Advisors's Trimble position peaked at $1.14M in Q4 2021.
705 funds tracked by Wall St. Rank held Trimble as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.