Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Timken Company TKR Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-29,086
Closed -$2.19M – 1236
2025
Q3 		$2.19M Sell
29,086
-2,122
-7% -$164K 0.01% 644
2025
Q2 		$2.26M Buy
31,208
+389
+1% +$26.5K 0.01% 606
2025
Q1 		$2.21M Buy
30,819
+2,733
+10% +$211K 0.01% 562
2024
Q4 		$2M Buy
28,086
+3,743
+15% +$294K 0.01% 569
2024
Q3 		$1.99M Buy
24,343
+3,983
+20% +$328K 0.01% 490
2024
Q2 		$1.63M Buy
20,360
+2,591
+15% +$223K 0.01% 458
2024
Q1 		$1.55M Buy
17,769
+5,231
+42% +$431K 0.02% 335
2023
Q4 		$1M Sell
12,538
-205
-2% -$15.1K 0.02% 293
2023
Q3 		$936K Buy
12,743
+520
+4% +$42.2K 0.02% 290
2023
Q2 		$1.12M Sell
12,223
-6
-0% -$473 0.02% 285
2023
Q1 		$999K Sell
12,229
-1,856
-13% -$150K 0.02% 293
2022
Q4 		$995K Buy
14,085
+177
+1% +$12.4K 0.02% 276
2022
Q3 		$821K Buy
13,908
+144
+1% +$8.94K 0.02% 290
2022
Q2 		$730K Buy
13,764
+100
+0.7% +$5.84K 0.02% 313
2022
Q1 		$829K Buy
13,664
+4,606
+51% +$306K 0.02% 308
2021
Q4 		$701K Sell
9,058
-742
-8% -$52K 0.02% 315
2021
Q3 		$641K Buy
9,800
+306
+3% +$22.7K 0.01% 334
2021
Q2 		$765K Buy
9,494
+127
+1% +$10.8K 0.02% 330
2021
Q1 		$760K Buy
9,367
+310
+3% +$24.7K 0.02% 307
2020
Q4 		$701K Sell
9,057
-2,590
-22% -$176K 0.02% 311
2020
Q3 		$631K Sell
11,647
-465
-4% -$24K 0.02% 304
2020
Q2 		$551K Sell
12,112
-379
-3% -$15K 0.02% 302
2020
Q1 		$404K Sell
12,491
-355
-3% -$16.8K 0.01% 306
2019
Q4 		$723K Buy
12,846
+119
+0.9% +$6.01K 0.02% 296
2019
Q3 		$554K Buy
+12,727
New +$562K 0.02% 313

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Kovitz Investment Group Partners's TKR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Timken Company (TKR) in Q4 2025, closing a stake of 29,086 shares — an estimated $2.19M sold.

Kovitz Investment Group Partners first reported a position in TKR in Q3 2019 and held it in 25 quarters. The position peaked at $2.26M in Q2 2025. 470 funds tracked by Wall St. Rank hold TKR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Timken Company position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 29,086 Timken Company shares in Q4 2025, an estimated $2.19M.
  • Kovitz Investment Group Partners first reported a position in Timken Company in Q3 2019 and held it in 25 quarters.
  • Kovitz Investment Group Partners's Timken Company position peaked at $2.26M in Q2 2025.
  • 470 funds tracked by Wall St. Rank held Timken Company as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.