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Whipplewood Advisors’s Timken Company TKR Stock Holding History

Whipplewood 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
Q1 		– Sell
-13
Closed -$1.09K – 1096
2025
Q4 		$1.09K Buy
+13
New +$1.03K ﹤0.01% 400
2025
Q3 		– Sell
-13
Closed -$943 – 1071
2025
Q2 		$943 Sell
13
-43
-77% -$2.92K ﹤0.01% 1028
2025
Q1 		$934 Buy
56
+43
+331% +$3.32K ﹤0.01% 1038
2024
Q4 		$928 Buy
+13
New +$1.02K ﹤0.01% 1034

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Whipplewood Advisors's TKR Position: Q1 2026 in Review

Whipplewood Advisors sold out of Timken Company (TKR) in Q1 2026, closing a stake of 13 shares — an estimated $1.09K sold.

Whipplewood Advisors first reported a position in TKR in Q4 2024 and held it in 4 quarters. The position peaked at $1.09K in Q4 2025. 535 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

  • Whipplewood Advisors reported no remaining Timken Company position as of Q1 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 13 Timken Company shares in Q1 2026, an estimated $1.09K.
  • Whipplewood Advisors first reported a position in Timken Company in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Timken Company position peaked at $1.09K in Q4 2025.
  • 535 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.