AWM
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Abound Wealth Management’s Oshkosh OSK Stock Holding History

Abound Wealth Management’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
Q2 		$12.1K Hold
79
– – ﹤0.01% 446
2026
Q1 		$11.6K Buy
79
+7
+10% +$1.09K ﹤0.01% 512
2025
Q4 		$9.05K Sell
72
-72
-50% -$9.26K ﹤0.01% 523
2025
Q3 		$18.7K Buy
+144
New +$19.1K ﹤0.01% 374

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Abound Wealth Management's OSK Position: Q2 2026 in Review

Abound Wealth Management held its Oshkosh (OSK) position steady in Q2 2026 at 79 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Abound Wealth Management first reported a position in OSK in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.7K in Q3 2025. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Abound Wealth Management held 79 shares of Oshkosh worth $12.1K as of Q2 2026.
  • Abound Wealth Management left its Oshkosh share count unchanged in Q2 2026.
  • Oshkosh made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #446 holding.
  • Abound Wealth Management first reported a position in Oshkosh in Q3 2025 and has held it in 4 quarters since.
  • Abound Wealth Management's Oshkosh position peaked at $18.7K in Q3 2025.
  • 598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.