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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
Q2 		$633K Buy
4,486
+31
+0.7% +$3.73K 0.01% 797
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
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 $3.38T AUM 44.17% 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

Diversify Wealth Management's TKR Position: Q2 2026 in Review

Diversify Wealth Management increased its Timken Company (TKR) stake by 0.7% in Q2 2026, buying an estimated $3.73K and bringing the position to 4,486 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #797.

Diversify Wealth Management first reported a position in TKR in Q2 2024 and has held it in 9 quarters since. 607 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Diversify Wealth Management held 4,486 shares of Timken Company worth $633K as of Q2 2026.
  • Diversify Wealth Management bought 31 Timken Company shares in Q2 2026, an estimated $3.73K.
  • Timken Company made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #797 holding.
  • Diversify Wealth Management first reported a position in Timken Company in Q2 2024 and has held it in 9 quarters since.
  • 607 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.