TPWA
TRMB icon

Twin Peaks Wealth Advisors’s Trimble TRMB Stock Holding History

Twin Peaks 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
Q2 		– Sell
-151
Closed -$9.85K – 2032
2026
Q1 		$9.85K Buy
+151
New +$10.5K ﹤0.01% 1077
2025
Q3 		– Sell
-45
Closed -$3.76K – 1961
2025
Q2 		$3.76K Buy
+45
New +$3.02K ﹤0.01% 1427

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

Twin Peaks Wealth Advisors's TRMB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Trimble (TRMB) in Q2 2026, closing a stake of 151 shares — an estimated $9.85K sold.

Twin Peaks Wealth Advisors first reported a position in TRMB in Q2 2025 and held it in 2 quarters. The position peaked at $9.85K in Q1 2026. 707 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Trimble position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 151 Trimble shares in Q2 2026, an estimated $9.85K.
  • Twin Peaks Wealth Advisors first reported a position in Trimble in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Trimble position peaked at $9.85K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.