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Schneider Downs Wealth Management Advisors’s Park-Ohio Holdings PKOH Stock Holding History

Schneider Downs Wealth Management 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
2025
Q4 		– Sell
-21,656
Closed -$460K – 159
2025
Q3 		$460K Buy
21,656
+4,350
+25% +$83.3K 0.05% 101
2025
Q2 		$309K Hold
17,306
– – 0.05% 114
2025
Q1 		$374K Hold
17,306
– – 0.07% 100
2024
Q4 		$455K Hold
17,306
– – 0.09% 92
2024
Q3 		$531K Hold
17,306
– – 0.11% 81
2024
Q2 		$448K Buy
17,306
+6,000
+53% +$152K 0.1% 86
2024
Q1 		$302K Sell
11,306
-7,849
-41% -$199K 0.07% 103
2023
Q4 		$516K Hold
19,155
– – 0.13% 66
2023
Q3 		$381K Buy
19,155
+810
+4% +$15.3K 0.09% 73
2023
Q2 		$349K Buy
18,345
+5,000
+37% +$76K 0.08% 83
2023
Q1 		$161K Hold
13,345
– – 0.03% 111
2022
Q4 		$163K Buy
+13,345
New +$166K 0.04% 109

Other funds holding PKOH

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PMG
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return