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Cherry Tree Wealth Management’s Timken Company TKR Stock Holding History

Cherry Tree Wealth Management’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
2026
Q1 		$13.7K Hold
136
– – ﹤0.01% 379
2025
Q4 		$11.4K Hold
136
– – ﹤0.01% 412
2025
Q3 		$10.2K Hold
136
– – ﹤0.01% 406
2025
Q2 		$9.87K Hold
136
– – ﹤0.01% 412
2025
Q1 		$9.78K Buy
136
+68
+100% +$5.25K ﹤0.01% 426
2024
Q4 		$4.85K Hold
68
– – ﹤0.01% 478
2024
Q3 		$5.73K Hold
68
– – ﹤0.01% 467
2024
Q2 		$5.45K Hold
68
– – ﹤0.01% 453
2024
Q1 		$5.95K Hold
68
– – ﹤0.01% 425
2023
Q4 		$5.45K Hold
68
– – ﹤0.01% 422
2023
Q3 		$5K Hold
68
– – ﹤0.01% 401
2023
Q2 		$6.22K Buy
+68
New +$5.36K ﹤0.01% 381

Other funds holding TKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Cherry Tree Wealth Management's TKR Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Timken Company (TKR) position steady in Q1 2026 at 136 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Cherry Tree Wealth Management first reported a position in TKR in Q2 2023 and has held it in 12 quarters since. 535 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

  • Cherry Tree Wealth Management held 136 shares of Timken Company worth $13.7K as of Q1 2026.
  • Cherry Tree Wealth Management left its Timken Company share count unchanged in Q1 2026.
  • Timken Company made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #379 holding.
  • Cherry Tree Wealth Management first reported a position in Timken Company in Q2 2023 and has held it in 12 quarters since.
  • 535 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.