True Wealth Design’s Park-Ohio Holdings PKOH Stock Holding History

True Wealth Design’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 Q3	$786	Hold	17	–	–	﹤0.01%	2004
2026 Q2	$654	Sell	17 -1	-6%	-$31	﹤0.01%	2114
2026 Q1	$433	Hold	18	–	–	﹤0.01%	2105
2025 Q4	$377	Sell	18 -7	-28%	-$145	﹤0.01%	2043
2025 Q3	$531	Buy	+25	New	+$479	﹤0.01%	1991
2025 Q2	–	Sell	-2	Closed	-$44	–	2769
2025 Q1	$44	Buy	+2	New	+$48	﹤0.01%	2418

Other funds holding PKOH

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's PKOH Position: Q3 2026 in Review

True Wealth Design held its Park-Ohio Holdings (PKOH) position steady in Q3 2026 at 17 shares worth $786. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

True Wealth Design first reported a position in PKOH in Q1 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold PKOH as of Q3 2026.

True Wealth Design held 17 shares of Park-Ohio Holdings worth $786 as of Q3 2026.
True Wealth Design left its Park-Ohio Holdings share count unchanged in Q3 2026.
Park-Ohio Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2004 holding.
True Wealth Design first reported a position in Park-Ohio Holdings in Q1 2025 and has held it in 6 quarters since.
6 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.