AE Wealth Management’s Oshkosh OSK Stock Holding History

AE 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 Q1	$392K	Buy	2,663 +349	+15%	+$54.4K	﹤0.01%	1230
2025 Q4	$291K	Buy	2,314 +143	+7%	+$18.4K	﹤0.01%	1324
2025 Q3	$282K	Sell	2,171 -290	-12%	-$38.5K	﹤0.01%	1210
2025 Q2	$279K	Sell	2,461 -275	-10%	-$26.7K	﹤0.01%	1144
2025 Q1	$257K	Sell	2,736 -1,237	-31%	-$124K	﹤0.01%	1156
2024 Q4	$378K	Buy	3,973 +1,797	+83%	+$188K	﹤0.01%	1001
2024 Q3	$218K	Buy	2,176 +313	+17%	+$32.6K	﹤0.01%	1142
2024 Q2	$202K	Buy	1,863 +127	+7%	+$14.7K	﹤0.01%	1167
2024 Q1	$216K	Sell	1,736 -1,394	-45%	-$155K	﹤0.01%	1065
2023 Q4	$346K	Sell	3,130 -3,439	-52%	-$333K	﹤0.01%	1636
2023 Q3	$627K	Sell	6,569 -1,271	-16%	-$123K	﹤0.01%	1276
2023 Q2	$679K	Buy	+7,840	New	+$618K	﹤0.01%	1247
2021 Q3	–	Sell	-6,960	Closed	-$867K	–	1694
2021 Q2	$867K	Buy	+6,960	New	+$880K	0.01%	892
2020 Q1	–	Sell	-2,144	Closed	-$203K	–	1237
2019 Q4	$203K	Buy	+2,144	New	+$185K	﹤0.01%	1055

Other funds holding OSK

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return