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Wealth Preservation Advisors’s Trimble TRMB Stock Holding History

Wealth Preservation 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 		– Sell
-117
Closed -$7.63K – 874
2026
Q1 		$7.63K Buy
117
+95
+432% +$6.6K 0.01% 444
2025
Q4 		$1.72K Hold
22
– – ﹤0.01% 536
2025
Q3 		$1.8K Sell
22
-7
-24% -$571 ﹤0.01% 507
2025
Q2 		$2.2K Buy
29
+7
+32% +$470 ﹤0.01% 473
2025
Q1 		$1.44K Buy
+22
New +$1.58K ﹤0.01% 502

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 $3.37T AUM 44.26% 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

Wealth Preservation Advisors's TRMB Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Trimble (TRMB) in Q2 2026, closing a stake of 117 shares — an estimated $7.63K sold.

Wealth Preservation Advisors first reported a position in TRMB in Q1 2025 and held it in 5 quarters. The position peaked at $7.63K in Q1 2026. 707 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Trimble position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 117 Trimble shares in Q2 2026, an estimated $7.63K.
  • Wealth Preservation Advisors first reported a position in Trimble in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Trimble position peaked at $7.63K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

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