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Wealthspire Advisors (New York)’s Trimble TRMB Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-351
Closed -$28.7K – 2747
2025
Q3 		$28.7K Buy
+351
New +$28.6K ﹤0.01% 1489

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 $1.66T AUM 25.57% 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 $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wealthspire Advisors (New York)'s TRMB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Trimble (TRMB) in Q4 2025, closing a stake of 351 shares — an estimated $28.7K sold.

Wealthspire Advisors (New York) first reported a position in TRMB in Q3 2025 and held it in 1 quarter. The position peaked at $28.7K in Q3 2025. 796 funds tracked by Wall St. Rank hold TRMB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Trimble position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 351 Trimble shares in Q4 2025, an estimated $28.7K.
  • Wealthspire Advisors (New York) first reported a position in Trimble in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Trimble position peaked at $28.7K in Q3 2025.
  • 796 funds tracked by Wall St. Rank held Trimble as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.