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Carolinas Wealth Consulting’s Timken Company TKR Stock Holding History

Carolinas Wealth Consulting’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24
Closed -$1.73K – 849
2025
Q1 		$1.73K Sell
24
-14
-37% -$1.08K ﹤0.01% 835
2024
Q4 		$2.7K Hold
38
– – ﹤0.01% 765
2024
Q3 		$3.2K Hold
38
– – ﹤0.01% 728
2024
Q2 		$3.04K Sell
38
-1
-3% -$86 ﹤0.01% 727
2024
Q1 		$3.43K Sell
39
-19,050
-100% -$1.57M ﹤0.01% 702
2023
Q4 		$47.3K Sell
19,089
-3
-0% -$221 0.01% 343
2023
Q3 		$43.6K Hold
19,092
– – 0.01% 325
2023
Q2 		$51.6K Sell
19,092
-24
-0.1% -$1.89K 0.01% 340
2023
Q1 		$50K Hold
19,116
– – 0.01% 359
2022
Q4 		$45.8K Sell
19,116
-2
-0% -$140 0.01% 371
2022
Q3 		$41K Hold
19,118
– – 0.01% 357
2022
Q2 		$39K Buy
19,118
+18,733
+4,866% +$1.09M 0.01% 362
2022
Q1 		$24K Sell
385
-31
-7% -$2.06K 0.01% 451
2021
Q4 		$29K Buy
416
+3
+0.7% +$210 0.01% 434
2021
Q3 		$27K Sell
413
-198
-32% -$14.7K 0.01% 426
2021
Q2 		$49K Sell
611
-1
-0.2% -$85 0.01% 369
2021
Q1 		$50K Buy
612
+225
+58% +$18K 0.01% 363
2020
Q4 		$30K Buy
387
+314
+430% +$21.4K 0.01% 411
2020
Q3 		$4K Buy
+73
New +$3.77K ﹤0.01% 610

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Carolinas Wealth Consulting's TKR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Timken Company (TKR) in Q2 2025, closing a stake of 24 shares — an estimated $1.73K sold.

Carolinas Wealth Consulting first reported a position in TKR in Q3 2020 and held it in 19 quarters. The position peaked at $51.6K in Q2 2023. 442 funds tracked by Wall St. Rank hold TKR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Timken Company position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 24 Timken Company shares in Q2 2025, an estimated $1.73K.
  • Carolinas Wealth Consulting first reported a position in Timken Company in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Timken Company position peaked at $51.6K in Q2 2023.
  • 442 funds tracked by Wall St. Rank held Timken Company as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.