Wealth Enhancement Advisory Services
TRMB icon

Wealth Enhancement Advisory Services’s Trimble TRMB Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.43M Sell
27,053
-28,905
-52% -$1.71M ﹤0.01% 1819
2026
Q1 		$3.64M Buy
55,958
+1,235
+2% +$85.8K 0.01% 1062
2025
Q4 		$4.46M Buy
54,723
+2,297
+4% +$183K 0.01% 1073
2025
Q3 		$4.16M Buy
52,426
+1,102
+2% +$89.9K 0.01% 1036
2025
Q2 		$4.05M Buy
51,324
+15,448
+43% +$1.04M 0.01% 994
2025
Q1 		$2.36M Buy
35,876
+2,397
+7% +$172K ﹤0.01% 1167
2024
Q4 		$2.37M Buy
33,479
+2,927
+10% +$199K ﹤0.01% 1096
2024
Q3 		$1.9M Buy
30,552
+19,850
+185% +$1.11M ﹤0.01% 1080
2024
Q2 		$598K Buy
10,702
+2,760
+35% +$159K ﹤0.01% 1536
2024
Q1 		$511K Buy
7,942
+1,251
+19% +$71.3K ﹤0.01% 1573
2023
Q4 		$356K Sell
6,691
-229
-3% -$10.9K ﹤0.01% 1710
2023
Q3 		$373K Buy
+6,920
New +$367K ﹤0.01% 1608

Other funds holding TRMB

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's TRMB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Trimble (TRMB) stake by 52% in Q2 2026, selling an estimated $1.71M and leaving 27,053 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Wealth Enhancement Advisory Services first reported a position in TRMB in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.46M in Q4 2025. 87 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 27,053 shares of Trimble worth $1.43M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 28,905 Trimble shares in Q2 2026, an estimated $1.71M.
  • Trimble made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1819 holding.
  • Wealth Enhancement Advisory Services first reported a position in Trimble in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Trimble position peaked at $4.46M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.