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Addison Advisors’s Oshkosh OSK Stock Holding History

Addison Advisors’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
Q1 		$2.8K Buy
19
+12
+171% +$1.87K ﹤0.01% 796
2025
Q4 		$880 Sell
7
-12
-63% -$1.54K ﹤0.01% 842
2025
Q3 		$2.46K Buy
+19
New +$2.52K ﹤0.01% 766
2025
Q2 		– Sell
-85
Closed -$8K – 910
2025
Q1 		$8K Buy
85
+45
+113% +$4.5K ﹤0.01% 614
2024
Q4 		$3.8K Buy
+40
New +$4.19K ﹤0.01% 698

Other funds holding OSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Addison Advisors's OSK Position: Q1 2026 in Review

Addison Advisors increased its Oshkosh (OSK) stake by 171% in Q1 2026, buying an estimated $1.87K and bringing the position to 19 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Addison Advisors first reported a position in OSK in Q4 2024 and has held it in 5 quarters since. The position peaked at $8K in Q1 2025. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Addison Advisors held 19 shares of Oshkosh worth $2.8K as of Q1 2026.
  • Addison Advisors bought 12 Oshkosh shares in Q1 2026, an estimated $1.87K.
  • Oshkosh made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #796 holding.
  • Addison Advisors first reported a position in Oshkosh in Q4 2024 and has held it in 5 quarters since.
  • Addison Advisors's Oshkosh position peaked at $8K in Q1 2025.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.