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Wealthspire Advisors (New York)’s Timken Company TKR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-134
Closed -$10.1K – 2723
2025
Q3 		$10.1K Buy
+134
New +$10.3K ﹤0.01% 2010
2021
Q2 		– Sell
-5,898
Closed -$479K – 635
2021
Q1 		$479K Buy
5,898
+1,094
+23% +$87.3K 0.01% 408
2020
Q4 		$372K Buy
+4,804
New +$327K 0.01% 370

Other funds holding TKR

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s TKR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Timken Company (TKR) in Q4 2025, closing a stake of 134 shares — an estimated $10.1K sold.

Wealthspire Advisors (New York) first reported a position in TKR in Q4 2020 and held it in 3 quarters. The position peaked at $479K in Q1 2021. 470 funds tracked by Wall St. Rank hold TKR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Timken Company position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 134 Timken Company shares in Q4 2025, an estimated $10.1K.
  • Wealthspire Advisors (New York) first reported a position in Timken Company in Q4 2020 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Timken Company position peaked at $479K in Q1 2021.
  • 470 funds tracked by Wall St. Rank held Timken Company as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.