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United Capital Financial Advisors’s Timken Company TKR Stock Holding History

United Capital Financial Advisors’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 		$701K Sell
4,825
-57
-1% -$6.86K ﹤0.01% 958
2026
Q1 		$491K Buy
4,882
+1,916
+65% +$190K ﹤0.01% 1076
2025
Q4 		$250K Buy
+2,966
New +$236K ﹤0.01% 1243
2017
Q2 		– Sell
-4,868
Closed -$220K – 1307
2017
Q1 		$220K Buy
+4,868
New +$215K ﹤0.01% 1161
2015
Q4 		– Sell
-12,641
Closed -$348K – 1288
2015
Q3 		$348K Buy
12,641
+1,480
+13% +$47.2K ﹤0.01% 1013
2015
Q2 		$408K Buy
11,161
+1,215
+12% +$48.4K ﹤0.01% 987
2015
Q1 		$391K Sell
9,946
-567
-5% -$23.5K ﹤0.01% 995
2014
Q4 		$449K Sell
10,513
-244
-2% -$10.3K 0.01% 853
2014
Q3 		$456K Buy
+10,757
New +$495K 0.01% 814
2014
Q2 		– Sell
-10,603
Closed -$446K – 922
2014
Q1 		$446K Buy
10,603
+1,162
+12% +$47.7K 0.01% 655
2013
Q4 		$372K Buy
+9,441
New +$368K 0.01% 481

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

United Capital Financial Advisors's TKR Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Timken Company (TKR) stake by 1.2% in Q2 2026, selling an estimated $6.86K and leaving 4,825 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

United Capital Financial Advisors first reported a position in TKR in Q4 2013 and has held it in 11 quarters since. 600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • United Capital Financial Advisors held 4,825 shares of Timken Company worth $701K as of Q2 2026.
  • United Capital Financial Advisors sold 57 Timken Company shares in Q2 2026, an estimated $6.86K.
  • Timken Company made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #958 holding.
  • United Capital Financial Advisors first reported a position in Timken Company in Q4 2013 and has held it in 11 quarters since.
  • 600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.