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 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

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

True Wealth Design's PKOH Position: Q2 2026 in Review

True Wealth Design reduced its Park-Ohio Holdings (PKOH) stake by 5.6% in Q2 2026, selling an estimated $31 and leaving 17 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

True Wealth Design first reported a position in PKOH in Q1 2025 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold PKOH as of Q2 2026.

True Wealth Design held 17 shares of Park-Ohio Holdings worth $654 as of Q2 2026.
True Wealth Design sold 1 Park-Ohio Holdings share in Q2 2026, an estimated $31.
Park-Ohio Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2114 holding.
True Wealth Design first reported a position in Park-Ohio Holdings in Q1 2025 and has held it in 5 quarters since.
103 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.