WA
TRMB icon

Waverly Advisors’s Trimble TRMB Stock Holding History

Waverly 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 		$226K Sell
4,410
-267
-6% -$15.8K ﹤0.01% 1569
2026
Q1 		$305K Buy
4,677
+79
+2% +$5.49K ﹤0.01% 1292
2025
Q4 		$360K Buy
+4,598
New +$366K ﹤0.01% 1137

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 $3.38T AUM 44.17% 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

Waverly Advisors's TRMB Position: Q2 2026 in Review

Waverly Advisors reduced its Trimble (TRMB) stake by 5.7% in Q2 2026, selling an estimated $15.8K and leaving 4,410 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Waverly Advisors first reported a position in TRMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $360K in Q4 2025. 709 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Waverly Advisors held 4,410 shares of Trimble worth $226K as of Q2 2026.
  • Waverly Advisors sold 267 Trimble shares in Q2 2026, an estimated $15.8K.
  • Trimble made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1569 holding.
  • Waverly Advisors first reported a position in Trimble in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Trimble position peaked at $360K in Q4 2025.
  • 709 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.