Creative Planning’s Timken Company TKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.32M | Buy |
72,802
+28,285
| +64% | +$2.81M | 0.01% | 907 |
|
|
2025
Q4 | $3.75M | Buy |
44,517
+28,468
| +177% | +$2.26M | ﹤0.01% | 1215 |
|
|
2025
Q3 | $1.21M | Buy |
16,049
+5,698
| +55% | +$439K | ﹤0.01% | 1943 |
|
|
2025
Q2 | $751K | Buy |
10,351
+1,366
| +15% | +$92.9K | ﹤0.01% | 2093 |
|
|
2025
Q1 | $646K | Buy |
8,985
+104
| +1% | +$8.03K | ﹤0.01% | 2069 |
|
|
2024
Q4 | $634K | Sell |
8,881
-1,257
| -12% | -$98.8K | ﹤0.01% | 2013 |
|
|
2024
Q3 | $855K | Buy |
10,138
+1,015
| +11% | +$83.5K | ﹤0.01% | 1640 |
|
|
2024
Q2 | $731K | Buy |
9,123
+150
| +2% | +$12.9K | ﹤0.01% | 1641 |
|
|
2024
Q1 | $784K | Buy |
8,973
+1,299
| +17% | +$107K | ﹤0.01% | 1519 |
|
|
2023
Q4 | $615K | Buy |
7,674
+2,276
| +42% | +$167K | ﹤0.01% | 1557 |
|
|
2023
Q3 | $397K | Sell |
5,398
-1,356
| -20% | -$110K | ﹤0.01% | 1725 |
|
|
2023
Q2 | $618K | Buy |
6,754
+593
| +10% | +$46.8K | ﹤0.01% | 1420 |
|
|
2023
Q1 | $503K | Sell |
6,161
-922
| -13% | -$74.6K | ﹤0.01% | 1463 |
|
|
2022
Q4 | $501K | Sell |
7,083
-542
| -7% | -$37.9K | ﹤0.01% | 1427 |
|
|
2022
Q3 | $450K | Buy |
7,625
+2,169
| +40% | +$135K | ﹤0.01% | 1401 |
|
|
2022
Q2 | $289K | Sell |
5,456
-398
| -7% | -$23.2K | ﹤0.01% | 1638 |
|
|
2022
Q1 | $355K | Buy |
5,854
+144
| +3% | +$9.57K | ﹤0.01% | 1519 |
|
|
2021
Q4 | $396K | Sell |
5,710
-346
| -6% | -$24.3K | ﹤0.01% | 1442 |
|
|
2021
Q3 | $396K | Sell |
6,056
-450
| -7% | -$33.5K | ﹤0.01% | 1434 |
|
|
2021
Q2 | $524K | Buy |
6,506
+268
| +4% | +$22.7K | ﹤0.01% | 1253 |
|
|
2021
Q1 | $506K | Buy |
6,238
+280
| +5% | +$22.3K | ﹤0.01% | 1431 |
|
|
2020
Q4 | $461K | Sell |
5,958
-78
| -1% | -$5.31K | ﹤0.01% | 1372 |
|
|
2020
Q3 | $327K | Buy |
6,036
+18
| +0.3% | +$929 | ﹤0.01% | 1366 |
|
|
2020
Q2 | $274K | Buy |
+6,018
| New | +$238K | ﹤0.01% | 1367 |
|
|
2020
Q1 | – | Sell |
-6,486
| Closed | -$365K | – | 2074 |
|
|
2019
Q4 | $365K | Sell |
6,486
-342
| -5% | -$17.3K | ﹤0.01% | 1289 |
|
|
2019
Q3 | $297K | Buy |
6,828
+325
| +5% | +$14.4K | ﹤0.01% | 1367 |
|
|
2019
Q2 | $334K | Sell |
6,503
-75
| -1% | -$3.58K | ﹤0.01% | 1304 |
|
|
2019
Q1 | $287K | Sell |
6,578
-6,493
| -50% | -$276K | ﹤0.01% | 1348 |
|
|
2018
Q4 | $488K | Buy |
13,071
+6,069
| +87% | +$246K | ﹤0.01% | 978 |
|
|
2018
Q3 | $349K | Buy |
+7,002
| New | +$331K | ﹤0.01% | 1303 |
|
|
2018
Q1 | – | Sell |
-4,281
| Closed | -$210K | – | 2122 |
|
|
2017
Q4 | $210K | Buy |
+4,281
| New | +$207K | ﹤0.01% | 1573 |
|
|
2017
Q3 | – | Sell |
-896
| Closed | -$41K | – | 3549 |
|
|
2017
Q2 | $41K | Buy |
896
+146
| +19% | +$6.71K | ﹤0.01% | 2669 |
|
|
2017
Q1 | $34K | Buy |
750
+400
| +114% | +$17.6K | ﹤0.01% | 2751 |
|
|
2016
Q4 | $14K | Buy |
350
+79
| +29% | +$2.94K | ﹤0.01% | 3331 |
|
|
2016
Q3 | $10K | Hold |
271
| – | – | ﹤0.01% | 3534 |
|
|
2016
Q2 | $8K | Sell |
271
-61
| -18% | -$2.05K | ﹤0.01% | 3400 |
|
|
2016
Q1 | $11K | Sell |
332
-100
| -23% | -$2.9K | ﹤0.01% | 3180 |
|
|
2015
Q4 | $12K | Sell |
432
-631
| -59% | -$19K | ﹤0.01% | 3192 |
|
|
2015
Q3 | $29K | Buy |
+1,063
| New | +$33.9K | ﹤0.01% | 2448 |
|
|
2015
Q2 | – | Sell |
-639
| Closed | -$27K | – | 2839 |
|
|
2015
Q1 | $27K | Buy |
639
+207
| +48% | +$8.58K | ﹤0.01% | 2482 |
|
|
2014
Q4 | $18K | Buy |
432
+100
| +30% | +$4.2K | ﹤0.01% | 2738 |
|
|
2014
Q3 | $14K | Sell |
332
-206
| -38% | -$9.48K | ﹤0.01% | 2754 |
|
|
2014
Q2 | $26K | Sell |
538
-205
| -28% | -$9.29K | ﹤0.01% | 2339 |
|
|
2014
Q1 | $31K | Sell |
743
-2,916
| -80% | -$120K | ﹤0.01% | 2121 |
|
|
2013
Q4 | $144K | Sell |
3,659
-697
| -16% | -$27.2K | ﹤0.01% | 1006 |
|
|
2013
Q3 | $188K | Buy |
4,356
+201
| +5% | +$8.61K | ﹤0.01% | 798 |
|
|
2013
Q2 | $167K | Buy |
+4,155
| New | +$164K | ﹤0.01% | 745 |
|
Other funds holding TKR
VPM
VCM
Creative Planning's TKR Position: Q1 2026 in Review
Creative Planning increased its Timken Company (TKR) stake by 64% in Q1 2026, buying an estimated $2.81M and bringing the position to 72,802 shares worth $7.32M. The position accounts for 0.01% of the portfolio, ranked #907.
Creative Planning first reported a position in TKR in Q2 2013 and has held it in 47 quarters since. 532 funds tracked by Wall St. Rank hold TKR as of Q1 2026.
- Creative Planning held 72,802 shares of Timken Company worth $7.32M as of Q1 2026.
- Creative Planning bought 28,285 Timken Company shares in Q1 2026, an estimated $2.81M.
- Timken Company made up 0.01% of Creative Planning's portfolio in Q1 2026, its #907 holding.
- Creative Planning first reported a position in Timken Company in Q2 2013 and has held it in 47 quarters since.
- 532 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.