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Venturi Wealth Management’s Trimble TRMB Stock Holding History

Venturi Wealth Management’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
Q2 		– Sell
-3,223
Closed -$212K – 610
2025
Q1 		$212K Buy
3,223
+1,815
+129% +$130K 0.01% 532
2024
Q4 		$99.5K Buy
1,408
+981
+230% +$66.7K ﹤0.01% 782
2024
Q3 		$26.5K Sell
427
-184
-30% -$10.3K ﹤0.01% 952
2024
Q2 		$34.2K Buy
611
+397
+186% +$22.9K ﹤0.01% 783
2024
Q1 		$13.8K Buy
214
+36
+20% +$2.05K ﹤0.01% 843
2023
Q4 		$9.47K Sell
178
-242
-58% -$11.5K ﹤0.01% 888
2023
Q3 		$22.6K Buy
420
+13
+3% +$689 ﹤0.01% 593
2023
Q2 		$21.5K Buy
407
+203
+100% +$9.93K ﹤0.01% 538
2023
Q1 		$10.7K Buy
+204
New +$10.9K ﹤0.01% 703

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 $3.37T AUM 44.26% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Venturi Wealth Management's TRMB Position: Q2 2025 in Review

Venturi Wealth Management sold out of Trimble (TRMB) in Q2 2025, closing a stake of 3,223 shares — an estimated $212K sold.

Venturi Wealth Management first reported a position in TRMB in Q1 2023 and held it in 9 quarters. The position peaked at $212K in Q1 2025. 738 funds tracked by Wall St. Rank hold TRMB as of Q2 2025.

  • Venturi Wealth Management reported no remaining Trimble position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 3,223 Trimble shares in Q2 2025, an estimated $212K.
  • Venturi Wealth Management first reported a position in Trimble in Q1 2023 and held it in 9 quarters.
  • Venturi Wealth Management's Trimble position peaked at $212K in Q1 2025.
  • 738 funds tracked by Wall St. Rank held Trimble as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.