Ameritas Advisory Services’s Oshkosh OSK Stock Holding History

Ameritas Advisory Services’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	$314K	Sell	2,132 -3	-0.1%	-$468	0.01%	748
2025 Q4	$268K	Sell	2,135 -355	-14%	-$45.7K	0.01%	805
2025 Q3	$323K	Sell	2,490 -101	-4%	-$13.4K	0.02%	492
2025 Q2	$294K	Buy	2,591 +2	+0.1%	+$194	0.02%	632
2025 Q1	$246K	Hold	2,589	–	–	0.01%	758
2024 Q4	$246K	Buy	2,589 +98	+4%	+$10.3K	0.01%	776
2024 Q3	$250K	Sell	2,491 -98	-4%	-$10.2K	0.01%	734
2024 Q2	$280K	Sell	2,589 -12	-0.5%	-$1.39K	0.01%	745
2024 Q1	$296K	Sell	2,601 -322	-11%	-$35.9K	0.01%	713
2023 Q4	$331K	Buy	2,923 +46	+2%	+$4.45K	0.02%	527
2023 Q3	$266K	Buy	2,877 +115	+4%	+$11.1K	0.01%	666
2023 Q2	$241K	Buy	2,762 +301	+12%	+$23.7K	0.03%	474
2023 Q1	$204K	Sell	2,461 -2,035	-45%	-$185K	0.01%	766
2022 Q4	$397K	Buy	+4,496	New	+$386K	0.02%	608
2022 Q3	–	Sell	-2,446	Closed	-$201K	–	796
2022 Q2	$201K	Sell	2,446 -438	-15%	-$40.2K	0.01%	753
2022 Q1	$290K	Sell	2,884 -45	-2%	-$5.06K	0.01%	675
2021 Q4	$330K	Buy	+2,929	New	+$320K	0.01%	621

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