Carson Wealth (CWM LLC)
PKOH icon

Carson Wealth (CWM LLC)’s Park-Ohio Holdings PKOH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PKOH Stock Details PKOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.8K Sell
1,157
-138
-11% -$3.38K ﹤0.01% 4220
2025
Q4 		$27K Buy
1,295
+80
+7% +$1.66K ﹤0.01% 4004
2025
Q3 		$26K Buy
1,215
+856
+238% +$16.4K ﹤0.01% 3969
2025
Q2 		$6K Buy
359
+311
+648% +$5.88K ﹤0.01% 4555
2025
Q1 		$1K Sell
48
-139
-74% -$3.33K ﹤0.01% 4965
2024
Q4 		$5K Buy
187
+5
+3% +$150 ﹤0.01% 4231
2024
Q3 		$6K Buy
182
+76
+72% +$2.15K ﹤0.01% 4032
2024
Q2 		$3K Buy
106
+105
+10,500% +$2.67K ﹤0.01% 4112
2024
Q1 		$0 Buy
+1
New +$25 ﹤0.01% 4644
2022
Q1 		– Sell
-300
Closed -$6K – 3793
2021
Q4 		$6K Buy
+300
New +$6.8K ﹤0.01% 2656
2019
Q1 		– Sell
-12
Closed – – 3203
2018
Q4 		$0 Sell
12
-3
-20% -$105 ﹤0.01% 2213
2018
Q3 		$1K Hold
15
– – ﹤0.01% 1723
2018
Q2 		$1K Hold
15
– – ﹤0.01% 1571
2018
Q1 		$1K Hold
15
– – ﹤0.01% 1310
2017
Q4 		$1K Hold
15
– – ﹤0.01% 1385
2017
Q3 		$1K Hold
15
– – ﹤0.01% 1405
2017
Q2 		$1K Hold
15
– – ﹤0.01% 1123
2017
Q1 		$1K Buy
15
+3
+25% +$124 ﹤0.01% 1091
2016
Q4 		$1K Hold
12
– – ﹤0.01% 1065
2016
Q3 		$0 Buy
+12
New +$400 ﹤0.01% 1046

Other funds holding PKOH

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PKOH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Park-Ohio Holdings (PKOH) stake by 11% in Q1 2026, selling an estimated $3.38K and leaving 1,157 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4220.

Carson Wealth (CWM LLC) first reported a position in PKOH in Q3 2016 and has held it in 20 quarters since. 97 funds tracked by Wall St. Rank hold PKOH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,157 shares of Park-Ohio Holdings worth $27.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 138 Park-Ohio Holdings shares in Q1 2026, an estimated $3.38K.
  • Park-Ohio Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4220 holding.
  • Carson Wealth (CWM LLC) first reported a position in Park-Ohio Holdings in Q3 2016 and has held it in 20 quarters since.
  • 97 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.