True Wealth Design’s Trimble TRMB Stock Holding History

True Wealth Design’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 Q3	$15.2K	Buy	266 +109	+69%	+$6.19K	﹤0.01%	917
2026 Q2	$8.04K	Sell	157 -1,181	-88%	-$69.8K	﹤0.01%	1152
2026 Q1	$87.3K	Sell	1,338 -131	-9%	-$9.1K	0.02%	247
2025 Q4	$115K	Buy	1,469 +27	+2%	+$2.15K	0.03%	162
2025 Q3	$118K	Buy	1,442 +93	+7%	+$7.59K	0.04%	132
2025 Q2	$102K	Sell	1,349 -106	-7%	-$7.12K	0.04%	103
2025 Q1	$95.5K	Buy	1,455 +163	+13%	+$11.7K	0.04%	100
2024 Q4	$91.3K	Buy	1,292 +12	+0.9%	+$816	0.04%	78
2024 Q3	$79.5K	Buy	1,280 +1,266	+9,043%	+$70.7K	0.03%	76
2024 Q2	$783	Buy	14 +6	+75%	+$346	﹤0.01%	563
2024 Q1	$515	Buy	8 +4	+100%	+$228	﹤0.01%	623
2023 Q4	$213	Hold	4	–	–	﹤0.01%	671
2023 Q3	$216	Hold	4	–	–	﹤0.01%	624
2023 Q2	$212	Hold	4	–	–	﹤0.01%	642
2023 Q1	$210	Buy	4 +1	+33%	+$53	﹤0.01%	723
2022 Q4	$152	Buy	+3	New	+$167	﹤0.01%	701

Other funds holding TRMB

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

True Wealth Design's TRMB Position: Q3 2026 in Review

True Wealth Design increased its Trimble (TRMB) stake by 69% in Q3 2026, buying an estimated $6.19K and bringing the position to 266 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

True Wealth Design first reported a position in TRMB in Q4 2022 and has held it in 16 quarters since. The position peaked at $118K in Q3 2025. 121 funds tracked by Wall St. Rank hold TRMB as of Q3 2026.

True Wealth Design held 266 shares of Trimble worth $15.2K as of Q3 2026.
True Wealth Design bought 109 Trimble shares in Q3 2026, an estimated $6.19K.
Trimble made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #917 holding.
True Wealth Design first reported a position in Trimble in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Trimble position peaked at $118K in Q3 2025.
121 funds tracked by Wall St. Rank held Trimble as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.