Rothwell Investment Advisors, LLC’s Oshkosh OSK Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio OSK Stock Details OSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$486K	Buy	+3,774	New	+$557K	0.26%	77

Other funds holding OSK

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's OSK Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Oshkosh (OSK) in Q3 2026: 3,774 shares worth $486K. The stake represents 0.26% of the portfolio and ranks #77 among its holdings.

293 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

Rothwell Investment Advisors, LLC held 3,774 shares of Oshkosh worth $486K as of Q3 2026.
Oshkosh was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Oshkosh made up 0.26% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #77 holding.
293 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.