Diversify Wealth Management’s Timken Company TKR Stock Holding History

Diversify 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	$475K	Buy	4,455 +1,177	+36%	+$117K	0.01%	829
2025 Q4	$301K	Sell	3,278 -94	-3%	-$7.48K	0.01%	525
2025 Q3	$263K	Sell	3,372 -204	-6%	-$15.7K	0.02%	476
2025 Q2	$275K	Sell	3,576 -219	-6%	-$14.9K	0.02%	471
2025 Q1	$248K	Sell	3,795 -416	-10%	-$32.1K	0.02%	464
2024 Q4	$306K	Sell	4,211 -231	-5%	-$18.2K	0.02%	429
2024 Q3	$374K	Sell	4,442 -413	-9%	-$34K	0.04%	360
2024 Q2	$393K	Buy	+4,855	New	+$419K	0.05%	317

Other funds holding TKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Diversify Wealth Management's TKR Position: Q1 2026 in Review

Diversify Wealth Management increased its Timken Company (TKR) stake by 36% in Q1 2026, buying an estimated $117K and bringing the position to 4,455 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #829.

Diversify Wealth Management first reported a position in TKR in Q2 2024 and has held it in 8 quarters since. 532 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

Diversify Wealth Management held 4,455 shares of Timken Company worth $475K as of Q1 2026.
Diversify Wealth Management bought 1,177 Timken Company shares in Q1 2026, an estimated $117K.
Timken Company made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #829 holding.
Diversify Wealth Management first reported a position in Timken Company in Q2 2024 and has held it in 8 quarters since.
532 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.