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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
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

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 $3.37T AUM 44.26% 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

True Wealth Design's TKR Position: Q2 2026 in Review

True Wealth Design increased its Timken Company (TKR) stake by 123% in Q2 2026, buying an estimated $12.9K and bringing the position to 194 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #694.

True Wealth Design first reported a position in TKR in Q1 2023 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • True Wealth Design held 194 shares of Timken Company worth $28.2K as of Q2 2026.
  • True Wealth Design bought 107 Timken Company shares in Q2 2026, an estimated $12.9K.
  • Timken Company made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #694 holding.
  • True Wealth Design first reported a position in Timken Company in Q1 2023 and has held it in 7 quarters since.
  • 600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.