Wealth Alliance’s Trimble TRMB Stock Holding History

Wealth Alliance’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	–	Sell	-4,362	Closed	-$285K	–	612
2026 Q1	$285K	Buy	4,362 +603	+16%	+$41.9K	0.03%	447
2025 Q4	$295K	Sell	3,759 -210	-5%	-$16.7K	0.03%	432
2025 Q3	$324K	Buy	+3,969	New	+$324K	0.03%	398

Other funds holding TRMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wealth Alliance's TRMB Position: Q2 2026 in Review

Wealth Alliance sold out of Trimble (TRMB) in Q2 2026, closing a stake of 4,362 shares — an estimated $285K sold.

Wealth Alliance first reported a position in TRMB in Q3 2025 and held it in 3 quarters. The position peaked at $324K in Q3 2025. 707 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

Wealth Alliance reported no remaining Trimble position as of Q2 2026 after selling out during the quarter.
Wealth Alliance sold 4,362 Trimble shares in Q2 2026, an estimated $285K.
Wealth Alliance first reported a position in Trimble in Q3 2025 and held it in 3 quarters.
Wealth Alliance's Trimble position peaked at $324K in Q3 2025.
707 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.