Stonehaven Wealth & Tax Solutions’s Trimble TRMB Stock Holding History

Stonehaven Wealth & Tax Solutions’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	-2,626	Closed	-$206K	–	100
2025 Q4	$206K	Buy	2,626 +6	+0.2%	+$478	0.18%	80
2025 Q3	$214K	Sell	2,620 -114	-4%	-$9.3K	0.2%	74
2025 Q2	$208K	Buy	+2,734	New	+$184K	0.2%	74

Other funds holding TRMB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

GIM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's TRMB Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of Trimble (TRMB) in Q1 2026, closing a stake of 2,626 shares — an estimated $206K sold.

Stonehaven Wealth & Tax Solutions first reported a position in TRMB in Q2 2025 and held it in 3 quarters. The position peaked at $214K in Q3 2025. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

Stonehaven Wealth & Tax Solutions reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
Stonehaven Wealth & Tax Solutions sold 2,626 Trimble shares in Q1 2026, an estimated $206K.
Stonehaven Wealth & Tax Solutions first reported a position in Trimble in Q2 2025 and held it in 3 quarters.
Stonehaven Wealth & Tax Solutions's Trimble position peaked at $214K in Q3 2025.
774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.