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Vantage Financial Partners (Wisconsin)’s Trimble TRMB Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$682K Hold
8,710
– – 0.14% 95
2025
Q3 		$711K Sell
8,710
-419
-5% -$34.2K 0.15% 87
2025
Q2 		$694K Hold
9,129
– – 0.16% 93
2025
Q1 		$599K Hold
9,129
– – 0.15% 90
2024
Q4 		$645K Sell
9,129
-339
-4% -$23K 0.16% 83
2024
Q3 		$588K Buy
+9,468
New +$529K 0.15% 95

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s TRMB Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its Trimble (TRMB) position steady in Q4 2025 at 8,710 shares worth $682K. The position accounts for 0.14% of the portfolio, ranked #95.

Vantage Financial Partners (Wisconsin) first reported a position in TRMB in Q3 2024 and has held it in 6 quarters since. The position peaked at $711K in Q3 2025. 796 funds tracked by Wall St. Rank hold TRMB as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 8,710 shares of Trimble worth $682K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) left its Trimble share count unchanged in Q4 2025.
  • Trimble made up 0.14% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #95 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Trimble in Q3 2024 and has held it in 6 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Trimble position peaked at $711K in Q3 2025.
  • 796 funds tracked by Wall St. Rank held Trimble as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.