CAG
TKR icon

Crestwood Advisors Group’s Timken Company TKR Stock Holding History

Crestwood Advisors Group’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
Q2 		$551K Buy
3,789
+831
+28% +$99.9K 0.01% 461
2026
Q1 		$297K Buy
2,958
+285
+11% +$28.3K 0.01% 575
2025
Q4 		$225K Buy
+2,673
New +$213K ﹤0.01% 626

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Crestwood Advisors Group's TKR Position: Q2 2026 in Review

Crestwood Advisors Group increased its Timken Company (TKR) stake by 28% in Q2 2026, buying an estimated $99.9K and bringing the position to 3,789 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #461.

Crestwood Advisors Group first reported a position in TKR in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Crestwood Advisors Group held 3,789 shares of Timken Company worth $551K as of Q2 2026.
  • Crestwood Advisors Group bought 831 Timken Company shares in Q2 2026, an estimated $99.9K.
  • Timken Company made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #461 holding.
  • Crestwood Advisors Group first reported a position in Timken Company in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.