Principia Wealth Advisory’s Timken Company TKR Stock Holding History

Principia Wealth Advisory’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	$4.5K	Buy	31 +7	+29%	+$842	﹤0.01%	385
2026 Q1	$2.41K	Buy	24 +7	+41%	+$696	﹤0.01%	463
2025 Q4	$1.43K	Buy	17 +1	+6%	+$80	﹤0.01%	561
2025 Q3	$1.2K	Buy	16 +3	+23%	+$231	﹤0.01%	584
2025 Q2	$943	Buy	13 +9	+225%	+$612	﹤0.01%	593
2025 Q1	$254	Buy	+4	New	+$309	﹤0.01%	739

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

Principia Wealth Advisory's TKR Position: Q2 2026 in Review

Principia Wealth Advisory increased its Timken Company (TKR) stake by 29% in Q2 2026, buying an estimated $842 and bringing the position to 31 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Principia Wealth Advisory first reported a position in TKR in Q1 2025 and has held it in 6 quarters since. 605 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

Principia Wealth Advisory held 31 shares of Timken Company worth $4.5K as of Q2 2026.
Principia Wealth Advisory bought 7 Timken Company shares in Q2 2026, an estimated $842.
Timken Company made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #385 holding.
Principia Wealth Advisory first reported a position in Timken Company in Q1 2025 and has held it in 6 quarters since.
605 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.