AWM
OSK icon

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
Q2 		$456K Buy
2,969
+306
+11% +$43.1K ﹤0.01% 1263
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
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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

AE Wealth Management increased its Oshkosh (OSK) stake by 11% in Q2 2026, buying an estimated $43.1K and bringing the position to 2,969 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

AE Wealth Management first reported a position in OSK in Q4 2019 and has held it in 15 quarters since. The position peaked at $867K in Q2 2021. 599 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • AE Wealth Management held 2,969 shares of Oshkosh worth $456K as of Q2 2026.
  • AE Wealth Management bought 306 Oshkosh shares in Q2 2026, an estimated $43.1K.
  • Oshkosh made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1263 holding.
  • AE Wealth Management first reported a position in Oshkosh in Q4 2019 and has held it in 15 quarters since.
  • AE Wealth Management's Oshkosh position peaked at $867K in Q2 2021.
  • 599 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.