Institute for Wealth Management’s Timken Company TKR Stock Holding History

Institute for 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	$164K	Buy	+1,131	New	+$136K	0.01%	563

Other funds holding TKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Institute for Wealth Management's TKR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Timken Company (TKR) in Q2 2026: 1,131 shares worth $164K. The stake represents 0.01% of the portfolio and ranks #563 among its holdings.

600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

Institute for Wealth Management held 1,131 shares of Timken Company worth $164K as of Q2 2026.
Timken Company was a new Institute for Wealth Management position in Q2 2026.
Timken Company made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #563 holding.
600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.