CM Wealth Advisors’s Park-Ohio Holdings PKOH Stock Holding History

CM Wealth Advisors’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	$2.66M	Hold	110,451	–	–	0.57%	21
2025 Q4	$2.31M	Hold	110,451	–	–	0.52%	24
2025 Q3	$2.35M	Buy	110,451 +2,775	+3%	+$53.1K	0.62%	19
2025 Q2	$1.92M	Buy	107,676 +4,350	+4%	+$82.2K	0.57%	22
2025 Q1	$2.23M	Sell	103,326 -200	-0.2%	-$4.79K	0.71%	17
2024 Q4	$2.72M	Sell	103,526 -13,600	-12%	-$409K	0.89%	14
2024 Q3	$3.6M	Sell	117,126 -1,000	-0.8%	-$28.3K	1.16%	12
2024 Q2	$3.06M	Buy	118,126 +8,500	+8%	+$216K	1.45%	10
2024 Q1	$2.85M	Sell	109,626 -8,000	-7%	-$203K	0.81%	16
2023 Q4	$3.17M	Sell	117,626 -5,000	-4%	-$118K	1.36%	12
2023 Q3	$3.01M	Hold	122,626	–	–	1.16%	12
2023 Q2	$2.37M	Buy	122,626 +7,500	+7%	+$114K	0.78%	16
2023 Q1	$1.42M	Sell	115,126 -2,000	-2%	-$26.5K	0.27%	88
2022 Q4	$1.43M	Hold	117,126	–	–	0.73%	17
2022 Q3	$1.32B	Buy	117,126 +13,713	+13%	+$225K	0.73%	17
2022 Q2	$1.64M	Buy	+103,413	New	+$1.45M	1%	17

Other funds holding PKOH

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return