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EverSource Wealth Advisors’s Timken Company TKR Stock Holding History

EverSource Wealth Advisors’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 		$61.5K Sell
423
-327
-44% -$39.3K ﹤0.01% 1641
2026
Q1 		$75.4K Buy
750
+56
+8% +$5.57K ﹤0.01% 1603
2025
Q4 		$58.4K Buy
694
+46
+7% +$3.66K ﹤0.01% 1639
2025
Q3 		$48.7K Sell
648
-71
-10% -$5.48K ﹤0.01% 1729
2025
Q2 		$52.2K Buy
719
+684
+1,954% +$46.5K ﹤0.01% 1587
2025
Q1 		$2.52K Sell
35
-91
-72% -$7.02K ﹤0.01% 2820
2024
Q4 		$8.99K Sell
126
-22
-15% -$1.73K ﹤0.01% 2054
2024
Q3 		$12.5K Sell
148
-222
-60% -$18.3K ﹤0.01% 1744
2024
Q2 		$32.2K Buy
370
+9
+2% +$776 ﹤0.01% 1298
2024
Q1 		$32.2K Buy
361
+343
+1,906% +$28.3K ﹤0.01% 1159
2023
Q4 		$1.44K Buy
+18
New +$1.32K ﹤0.01% 2279
2023
Q3 		– Sell
-12
Closed -$1.1K – 2657
2023
Q2 		$1.1K Buy
+12
New +$946 ﹤0.01% 2192
2022
Q4 		– Sell
-17
Closed -$1K – 2425
2022
Q3 		$1K Sell
17
-1,143
-99% -$71K ﹤0.01% 1899
2022
Q2 		$62K Buy
+1,160
New +$67.7K 0.02% 550

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

EverSource Wealth Advisors's TKR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Timken Company (TKR) stake by 44% in Q2 2026, selling an estimated $39.3K and leaving 423 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

EverSource Wealth Advisors first reported a position in TKR in Q2 2022 and has held it in 14 quarters since. The position peaked at $75.4K in Q1 2026. 600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • EverSource Wealth Advisors held 423 shares of Timken Company worth $61.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 327 Timken Company shares in Q2 2026, an estimated $39.3K.
  • Timken Company made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1641 holding.
  • EverSource Wealth Advisors first reported a position in Timken Company in Q2 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Timken Company position peaked at $75.4K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.