United Capital Financial Advisors’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.54M | Sell |
88,669
-1,801
| -2% | -$106K | 0.03% | 399 |
|
|
2026
Q1 | $5.9M | Buy |
90,470
+4,599
| +5% | +$320K | 0.04% | 328 |
|
|
2025
Q4 | $6.73M | Sell |
85,871
-1,195
| -1% | -$95.2K | 0.04% | 302 |
|
|
2025
Q3 | $7.11M | Buy |
87,066
+1,097
| +1% | +$89.5K | 0.05% | 252 |
|
|
2025
Q2 | $6.53M | Buy |
85,969
+872
| +1% | +$58.6K | 0.05% | 249 |
|
|
2025
Q1 | $5.59M | Sell |
85,097
-202
| -0.2% | -$14.5K | 0.05% | 260 |
|
|
2024
Q4 | $6.03M | Sell |
85,299
-260
| -0.3% | -$17.7K | 0.05% | 236 |
|
|
2024
Q3 | $5.31M | Sell |
85,559
-277
| -0.3% | -$15.5K | 0.04% | 251 |
|
|
2024
Q2 | $4.8M | Sell |
85,836
-7,068
| -8% | -$408K | 0.04% | 267 |
|
|
2024
Q1 | $5.98M | Sell |
92,904
-3,037
| -3% | -$173K | 0.05% | 254 |
|
|
2023
Q4 | $5.1M | Buy |
95,941
+6,476
| +7% | +$309K | 0.04% | 285 |
|
|
2023
Q3 | $4.82M | Sell |
89,465
-656
| -0.7% | -$34.7K | 0.03% | 304 |
|
|
2023
Q2 | $4.77M | Buy |
90,121
+19,900
| +28% | +$973K | 0.03% | 319 |
|
|
2023
Q1 | $3.68M | Buy |
70,221
+479
| +0.7% | +$25.6K | 0.02% | 357 |
|
|
2022
Q4 | $3.53M | Buy |
69,742
+18
| +0% | +$1K | 0.02% | 382 |
|
|
2022
Q3 | $3.78M | Sell |
69,724
-11,968
| -15% | -$757K | 0.02% | 369 |
|
|
2022
Q2 | $4.76M | Buy |
81,692
+11,753
| +17% | +$772K | 0.03% | 342 |
|
|
2022
Q1 | $5.04M | Buy |
69,939
+186
| +0.3% | +$13.2K | 0.02% | 365 |
|
|
2021
Q4 | $6.08M | Buy |
69,753
+30
| +0% | +$2.58K | 0.03% | 348 |
|
|
2021
Q3 | $5.74M | Sell |
69,723
-25
| -0% | -$2.2K | 0.03% | 357 |
|
|
2021
Q2 | $5.71M | Sell |
69,748
-1,369
| -2% | -$109K | 0.03% | 360 |
|
|
2021
Q1 | $5.53M | Buy |
71,117
+2,228
| +3% | +$161K | 0.03% | 347 |
|
|
2020
Q4 | $4.6M | Sell |
68,889
-3,390
| -5% | -$195K | 0.03% | 368 |
|
|
2020
Q3 | $3.52M | Sell |
72,279
-375
| -0.5% | -$17.9K | 0.02% | 396 |
|
|
2020
Q2 | $3.14M | Sell |
72,654
-113
| -0.2% | -$4.24K | 0.02% | 431 |
|
|
2020
Q1 | $2.32M | Sell |
72,767
-4,271
| -6% | -$167K | 0.02% | 466 |
|
|
2019
Q4 | $3.21M | Buy |
77,038
+2,100
| +3% | +$83.5K | 0.02% | 501 |
|
|
2019
Q3 | $2.91M | Sell |
74,938
-1,619
| -2% | -$65.1K | 0.02% | 516 |
|
|
2019
Q2 | $3.45M | Buy |
76,557
+253
| +0.3% | +$10.5K | 0.02% | 489 |
|
|
2019
Q1 | $3.08M | Sell |
76,304
-26,707
| -26% | -$1.01M | 0.02% | 504 |
|
|
2018
Q4 | $3.39M | Sell |
103,011
-28
| -0% | -$1.03K | 0.03% | 449 |
|
|
2018
Q3 | $4.48M | Buy |
103,039
+831
| +0.8% | +$32.5K | 0.03% | 451 |
|
|
2018
Q2 | $3.36M | Hold |
102,208
| – | – | 0.03% | 487 |
|
|
2018
Q1 | $3.67M | Buy |
102,208
+20,477
| +25% | +$825K | 0.03% | 462 |
|
|
2017
Q4 | $3.35M | Buy |
81,731
+104
| +0.1% | +$4.26K | 0.03% | 482 |
|
|
2017
Q3 | $3.2M | Sell |
81,627
-1,019
| -1% | -$38.8K | 0.03% | 468 |
|
|
2017
Q2 | $2.95M | Sell |
82,646
-842
| -1% | -$29.2K | 0.03% | 486 |
|
|
2017
Q1 | $2.67M | Sell |
83,488
-2,400
| -3% | -$74.2K | 0.02% | 496 |
|
|
2016
Q4 | $2.59M | Sell |
85,888
-600
| -0.7% | -$17.2K | 0.03% | 507 |
|
|
2016
Q3 | $2.47M | Sell |
86,488
-1,100
| -1% | -$29.4K | 0.02% | 539 |
|
|
2016
Q2 | $2.1M | Sell |
87,588
-2,629
| -3% | -$65.8K | 0.02% | 537 |
|
|
2016
Q1 | $2.24M | Sell |
90,217
-836
| -0.9% | -$18.5K | 0.02% | 507 |
|
|
2015
Q4 | $1.95M | Sell |
91,053
-17,337
| -16% | -$360K | 0.02% | 552 |
|
|
2015
Q3 | $1.78M | Sell |
108,390
-12,512
| -10% | -$252K | 0.02% | 548 |
|
|
2015
Q2 | $2.84M | Sell |
120,902
-9,129
| -7% | -$223K | 0.03% | 499 |
|
|
2015
Q1 | $3.31M | Sell |
130,031
-3,950
| -3% | -$101K | 0.04% | 437 |
|
|
2014
Q4 | $3.56M | Buy |
133,981
+29,227
| +28% | +$824K | 0.05% | 331 |
|
|
2014
Q3 | $3.19M | Buy |
104,754
+2,322
| +2% | +$75.5K | 0.06% | 325 |
|
|
2014
Q2 | $3.79M | Buy |
102,432
+12,237
| +14% | +$458K | 0.07% | 279 |
|
|
2014
Q1 | $3.51M | Buy |
90,195
+4,928
| +6% | +$177K | 0.07% | 262 |
|
|
2013
Q4 | $2.96M | Buy |
85,267
+77,890
| +1,056% | +$2.46M | 0.1% | 191 |
|
|
2013
Q3 | $219K | Sell |
7,377
-75,858
| -91% | -$2.07M | 0.01% | 615 |
|
|
2013
Q2 | $2.16M | Buy |
+83,235
| New | +$2.3M | 0.06% | 296 |
|
Other funds holding TRMB
GIM
United Capital Financial Advisors's TRMB Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Trimble (TRMB) stake by 2% in Q2 2026, selling an estimated $106K and leaving 88,669 shares worth $4.54M. The position accounts for 0.03% of the portfolio, ranked #399.
United Capital Financial Advisors first reported a position in TRMB in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.11M in Q3 2025. 701 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.
- United Capital Financial Advisors held 88,669 shares of Trimble worth $4.54M as of Q2 2026.
- United Capital Financial Advisors sold 1,801 Trimble shares in Q2 2026, an estimated $106K.
- Trimble made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #399 holding.
- United Capital Financial Advisors first reported a position in Trimble in Q2 2013 and has held it in 53 quarters since.
- United Capital Financial Advisors's Trimble position peaked at $7.11M in Q3 2025.
- 701 funds tracked by Wall St. Rank held Trimble as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.