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SWM
Spire Wealth Management’s
Park-Ohio Holdings
PKOH
Stock Holding History
Spire Wealth Management’s Portfolio
PKOH Stock Details
PKOH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-690
Closed
-$14.4K
–
2374
2025
Q4
$14.4K
Sell
690
-2,032
-75%
-$42.2K
﹤0.01%
1598
2025
Q3
$57.8K
Buy
2,722
+25
+0.9%
+$479
﹤0.01%
1181
2025
Q2
$48.2K
Sell
2,697
-142
-5%
-$2.68K
﹤0.01%
1211
2025
Q1
$61.3K
Buy
2,839
+125
+5%
+$3K
﹤0.01%
1212
2024
Q4
$71.3K
Hold
2,714
–
–
﹤0.01%
1154
2024
Q3
$83.3K
Hold
2,714
–
–
﹤0.01%
967
2024
Q2
$70.3K
Sell
2,714
-140
-5%
-$3.56K
﹤0.01%
1004
2024
Q1
$76.1K
Hold
2,854
–
–
﹤0.01%
1081
2023
Q4
$72.4K
Sell
2,854
-63
-2%
-$1.49K
﹤0.01%
1084
2023
Q3
$58.1K
Hold
2,917
–
–
﹤0.01%
1119
2023
Q2
$55.4K
Buy
2,917
+100
+4%
+$1.52K
﹤0.01%
1156
2023
Q1
$34K
Buy
2,817
+975
+53%
+$12.9K
﹤0.01%
1381
2022
Q4
$23K
Hold
1,842
–
–
﹤0.01%
1320
2022
Q3
$21K
Sell
1,842
-975
-35%
-$16K
﹤0.01%
1315
2022
Q2
$45K
Buy
2,817
+37
+1%
+$520
﹤0.01%
1333
2022
Q1
$39K
Buy
2,780
+50
+2%
+$903
﹤0.01%
1545
2021
Q4
$58K
Hold
2,730
–
–
﹤0.01%
1645
2021
Q3
$70K
Hold
2,730
–
–
﹤0.01%
1337
2021
Q2
$88K
Hold
2,730
–
–
﹤0.01%
1228
2021
Q1
$86K
Buy
+2,730
New
+$90.1K
﹤0.01%
1458
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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
GF
Gabelli Funds
Rye, New York
$14.8B AUM
32.24%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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