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Sagewood Asset Management’s Timken Company TKR Stock Holding History

Sagewood Asset 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 		$438K Buy
3,013
+332
+12% +$39.9K 0.1% 201
2026
Q1 		$270K Buy
2,681
+224
+9% +$22.3K 0.08% 250
2025
Q4 		$207K Buy
+2,457
New +$195K 0.07% 238

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 $3.38T AUM 44.17% 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

Sagewood Asset Management's TKR Position: Q2 2026 in Review

Sagewood Asset Management increased its Timken Company (TKR) stake by 12% in Q2 2026, buying an estimated $39.9K and bringing the position to 3,013 shares worth $438K. The position accounts for 0.1% of the portfolio, ranked #201.

Sagewood Asset Management first reported a position in TKR in Q4 2025 and has held it in 3 quarters since. 607 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Sagewood Asset Management held 3,013 shares of Timken Company worth $438K as of Q2 2026.
  • Sagewood Asset Management bought 332 Timken Company shares in Q2 2026, an estimated $39.9K.
  • Timken Company made up 0.1% of Sagewood Asset Management's portfolio in Q2 2026, its #201 holding.
  • Sagewood Asset Management first reported a position in Timken Company in Q4 2025 and has held it in 3 quarters since.
  • 607 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

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