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SHP Wealth Management’s Timken Company TKR Stock Holding History

SHP 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 		$1.02K Buy
7
+5
+250% +$601 ﹤0.01% 1582
2026
Q1 		$201 Buy
+2
New +$199 ﹤0.01% 1730

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

SHP Wealth Management's TKR Position: Q2 2026 in Review

SHP Wealth Management increased its Timken Company (TKR) stake by 250% in Q2 2026, buying an estimated $601 and bringing the position to 7 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

SHP Wealth Management first reported a position in TKR in Q1 2026 and has held it in 2 quarters since. 607 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • SHP Wealth Management held 7 shares of Timken Company worth $1.02K as of Q2 2026.
  • SHP Wealth Management bought 5 Timken Company shares in Q2 2026, an estimated $601.
  • Timken Company made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1582 holding.
  • SHP Wealth Management first reported a position in Timken Company in Q1 2026 and has held it in 2 quarters since.
  • 607 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.