SOA Wealth Advisors’s Trimble TRMB Stock Holding History

SOA 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 Q1	–	Sell	-4	Closed	-$313	–	888
2025 Q4	$313	Hold	4	–	–	﹤0.01%	797
2025 Q3	$327	Hold	4	–	–	﹤0.01%	821
2025 Q2	$304	Sell	4 -24	-86%	-$1.61K	﹤0.01%	807
2025 Q1	$1.84K	Hold	28	–	–	﹤0.01%	709
2024 Q4	$1.98K	Hold	28	–	–	﹤0.01%	689
2024 Q3	$1.74K	Hold	28	–	–	﹤0.01%	682
2024 Q2	$1.57K	Hold	28	–	–	﹤0.01%	696
2024 Q1	$1.8K	Hold	28	–	–	﹤0.01%	718
2023 Q4	$1.49K	Hold	28	–	–	﹤0.01%	723
2023 Q3	$1.51K	Hold	28	–	–	﹤0.01%	736
2023 Q2	$1.48K	Hold	28	–	–	﹤0.01%	748
2023 Q1	$1.47K	Hold	28	–	–	﹤0.01%	757
2022 Q4	$1.42K	Hold	28	–	–	﹤0.01%	764
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	800
2022 Q2	$1K	Sell	28 -159	-85%	-$10.4K	﹤0.01%	788
2022 Q1	$13K	Hold	187	–	–	﹤0.01%	539
2021 Q4	$16K	Hold	187	–	–	﹤0.01%	491
2021 Q3	$15K	Sell	187 -3	-2%	-$263	﹤0.01%	510
2021 Q2	$15K	Buy	190 +125	+192%	+$9.94K	﹤0.01%	509
2021 Q1	$5K	Buy	65 +51	+364%	+$3.68K	﹤0.01%	634
2020 Q4	$1K	Buy	+14	New	+$804	﹤0.01%	767

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

SOA Wealth Advisors's TRMB Position: Q1 2026 in Review

SOA Wealth Advisors sold out of Trimble (TRMB) in Q1 2026, closing a stake of 4 shares — an estimated $313 sold.

SOA Wealth Advisors first reported a position in TRMB in Q4 2020 and held it in 21 quarters. The position peaked at $16K in Q4 2021. 779 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

SOA Wealth Advisors reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
SOA Wealth Advisors sold 4 Trimble shares in Q1 2026, an estimated $313.
SOA Wealth Advisors first reported a position in Trimble in Q4 2020 and held it in 21 quarters.
SOA Wealth Advisors's Trimble position peaked at $16K in Q4 2021.
779 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.