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Planning Strategies Inc.’s Trimble TRMB Stock Holding History

Planning Strategies Inc.’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 		$717 Buy
+14
New +$827 ﹤0.01% 799

Other funds holding TRMB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Planning Strategies Inc.'s TRMB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Trimble (TRMB) in Q2 2026: 14 shares worth $717. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings.

197 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Planning Strategies Inc. held 14 shares of Trimble worth $717 as of Q2 2026.
  • Trimble was a new Planning Strategies Inc. position in Q2 2026.
  • Trimble made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #799 holding.
  • 197 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.