AAS
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Annex Advisory Services’s Oshkosh OSK Stock Holding History

Annex 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
Q2 		$455K Buy
2,967
+80
+3% +$11.3K 0.01% 270
2026
Q1 		$425K Sell
2,887
-581
-17% -$90.6K 0.01% 270
2025
Q4 		$436K Buy
+3,468
New +$446K 0.01% 255

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

Annex Advisory Services's OSK Position: Q2 2026 in Review

Annex Advisory Services increased its Oshkosh (OSK) stake by 2.8% in Q2 2026, buying an estimated $11.3K and bringing the position to 2,967 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #270.

Annex Advisory Services first reported a position in OSK in Q4 2025 and has held it in 3 quarters since. 597 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Annex Advisory Services held 2,967 shares of Oshkosh worth $455K as of Q2 2026.
  • Annex Advisory Services bought 80 Oshkosh shares in Q2 2026, an estimated $11.3K.
  • Oshkosh made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #270 holding.
  • Annex Advisory Services first reported a position in Oshkosh in Q4 2025 and has held it in 3 quarters since.
  • 597 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.