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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
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 $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 $60.8B AUM 26.63% 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

Spire Wealth Management's PKOH Position: Q1 2026 in Review

Spire Wealth Management sold out of Park-Ohio Holdings (PKOH) in Q1 2026, closing a stake of 690 shares — an estimated $14.4K sold.

Spire Wealth Management first reported a position in PKOH in Q1 2021 and held it in 20 quarters. The position peaked at $88K in Q2 2021. 97 funds tracked by Wall St. Rank hold PKOH as of Q1 2026.

  • Spire Wealth Management reported no remaining Park-Ohio Holdings position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 690 Park-Ohio Holdings shares in Q1 2026, an estimated $14.4K.
  • Spire Wealth Management first reported a position in Park-Ohio Holdings in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's Park-Ohio Holdings position peaked at $88K in Q2 2021.
  • 97 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.