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Dogwood Wealth Management’s Timken Company TKR Stock Holding History

Dogwood 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 		$1.45K Sell
10
-7
-41% -$842 ﹤0.01% 715
2026
Q1 		$1.71K Buy
+17
New +$1.69K ﹤0.01% 664

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

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

Dogwood Wealth Management reduced its Timken Company (TKR) stake by 41% in Q2 2026, selling an estimated $842 and leaving 10 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Dogwood Wealth Management first reported a position in TKR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.71K in Q1 2026. 600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Dogwood Wealth Management held 10 shares of Timken Company worth $1.45K as of Q2 2026.
  • Dogwood Wealth Management sold 7 Timken Company shares in Q2 2026, an estimated $842.
  • Timken Company made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #715 holding.
  • Dogwood Wealth Management first reported a position in Timken Company in Q1 2026 and has held it in 2 quarters since.
  • Dogwood Wealth Management's Timken Company position peaked at $1.71K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.