Whipplewood Advisors’s Trimble TRMB Stock Holding History

Whipplewood 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
2025 Q3	–	Sell	-55	Closed	-$4.18K	–	1085
2025 Q2	$4.18K	Buy	+55	New	+$3.69K	﹤0.01%	729

Other funds holding TRMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Whipplewood Advisors's TRMB Position: Q3 2025 in Review

Whipplewood Advisors sold out of Trimble (TRMB) in Q3 2025, closing a stake of 55 shares — an estimated $4.18K sold.

Whipplewood Advisors first reported a position in TRMB in Q2 2025 and held it in 1 quarter. The position peaked at $4.18K in Q2 2025. 763 funds tracked by Wall St. Rank hold TRMB as of Q3 2025.

Whipplewood Advisors reported no remaining Trimble position as of Q3 2025 after selling out during the quarter.
Whipplewood Advisors sold 55 Trimble shares in Q3 2025, an estimated $4.18K.
Whipplewood Advisors first reported a position in Trimble in Q2 2025 and held it in 1 quarter.
Whipplewood Advisors's Trimble position peaked at $4.18K in Q2 2025.
763 funds tracked by Wall St. Rank held Trimble as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.