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HB Wealth Management’s Timken Company TKR Stock Holding History

HB 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 		$290K Sell
1,994
-21
-1% -$2.53K ﹤0.01% 1392
2026
Q1 		$203K Buy
+2,015
New +$200K ﹤0.01% 1442

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

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

HB Wealth Management reduced its Timken Company (TKR) stake by 1% in Q2 2026, selling an estimated $2.53K and leaving 1,994 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

HB Wealth Management first reported a position in TKR in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • HB Wealth Management held 1,994 shares of Timken Company worth $290K as of Q2 2026.
  • HB Wealth Management sold 21 Timken Company shares in Q2 2026, an estimated $2.53K.
  • Timken Company made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1392 holding.
  • HB Wealth Management first reported a position in Timken Company in Q1 2026 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.