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Intentional Wealth Strategies’s Timken Company TKR Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-19
Closed -$1.91K – 816
2026
Q1 		$1.91K Buy
+19
New +$1.89K ﹤0.01% 670

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

Intentional Wealth Strategies's TKR Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Timken Company (TKR) in Q2 2026, closing a stake of 19 shares — an estimated $1.91K sold.

Intentional Wealth Strategies first reported a position in TKR in Q1 2026 and held it in 1 quarter. The position peaked at $1.91K in Q1 2026. 600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Timken Company position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 19 Timken Company shares in Q2 2026, an estimated $1.91K.
  • Intentional Wealth Strategies first reported a position in Timken Company in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Timken Company position peaked at $1.91K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

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