TWD
TRMB icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

True Wealth Design's TRMB Position: Q2 2026 in Review

True Wealth Design reduced its Trimble (TRMB) stake by 88% in Q2 2026, selling an estimated $69.8K and leaving 157 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

True Wealth Design first reported a position in TRMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $118K in Q3 2025. 705 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • True Wealth Design held 157 shares of Trimble worth $8.04K as of Q2 2026.
  • True Wealth Design sold 1,181 Trimble shares in Q2 2026, an estimated $69.8K.
  • Trimble made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1152 holding.
  • True Wealth Design first reported a position in Trimble in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Trimble position peaked at $118K in Q3 2025.
  • 705 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.