True Wealth Design’s Timken Company TKR Stock Holding History

True Wealth Design’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 Q3	$20.7K	Sell	177 -17	-9%	-$2.18K	﹤0.01%	816
2026 Q2	$28.2K	Buy	194 +107	+123%	+$12.9K	0.01%	694
2026 Q1	$8.75K	Hold	87	–	–	﹤0.01%	1018
2025 Q4	$7.32K	Buy	87 +7	+9%	+$557	﹤0.01%	956
2025 Q3	$6.01K	Buy	80 +63	+371%	+$4.86K	﹤0.01%	1010
2025 Q2	$1.23K	Buy	17 +16	+1,600%	+$1.09K	﹤0.01%	1385
2025 Q1	$72	Buy	+1	New	+$77	﹤0.01%	2301
2023 Q2	–	Sell	-13	Closed	-$1.06K	–	864
2023 Q1	$1.06K	Buy	+13	New	+$1.05K	﹤0.01%	400

Other funds holding TKR

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

DCM

Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

True Wealth Design's TKR Position: Q3 2026 in Review

True Wealth Design reduced its Timken Company (TKR) stake by 8.8% in Q3 2026, selling an estimated $2.18K and leaving 177 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

True Wealth Design first reported a position in TKR in Q1 2023 and has held it in 8 quarters since. The position peaked at $28.2K in Q2 2026. 38 funds tracked by Wall St. Rank hold TKR as of Q3 2026.

True Wealth Design held 177 shares of Timken Company worth $20.7K as of Q3 2026.
True Wealth Design sold 17 Timken Company shares in Q3 2026, an estimated $2.18K.
Timken Company made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #816 holding.
True Wealth Design first reported a position in Timken Company in Q1 2023 and has held it in 8 quarters since.
True Wealth Design's Timken Company position peaked at $28.2K in Q2 2026.
38 funds tracked by Wall St. Rank held Timken Company as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.