Unique Wealth Strategies’s Trimble TRMB Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-198	Closed	-$12.7K	–	628
2024 Q2	$12.7K	Buy	+198	New	+$11.4K	0.01%	295

Other funds holding TRMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

GIM

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Unique Wealth Strategies's TRMB Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Trimble (TRMB) in Q3 2024, closing a stake of 198 shares — an estimated $12.7K sold.

Unique Wealth Strategies first reported a position in TRMB in Q2 2024 and held it in 1 quarter. The position peaked at $12.7K in Q2 2024. 618 funds tracked by Wall St. Rank hold TRMB as of Q3 2024.

Unique Wealth Strategies reported no remaining Trimble position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 198 Trimble shares in Q3 2024, an estimated $12.7K.
Unique Wealth Strategies first reported a position in Trimble in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Trimble position peaked at $12.7K in Q2 2024.
618 funds tracked by Wall St. Rank held Trimble as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.