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Atria Wealth Solutions’s Oshkosh OSK Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$749K Buy
6,593
+2,873
+77% +$279K 0.02% 752
2025
Q1 		$350K Buy
3,720
+295
+9% +$29.5K ﹤0.01% 1389
2024
Q4 		$326K Sell
3,425
-1,792
-34% -$188K ﹤0.01% 1494
2024
Q3 		$523K Sell
5,217
-502
-9% -$52.3K 0.01% 1228
2024
Q2 		$619K Buy
+5,719
New +$661K 0.01% 1128

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Atria Wealth Solutions's OSK Position: Q2 2025 in Review

Atria Wealth Solutions increased its Oshkosh (OSK) stake by 77% in Q2 2025, buying an estimated $279K and bringing the position to 6,593 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #752.

Atria Wealth Solutions first reported a position in OSK in Q2 2024 and has held it in 5 quarters since. 490 funds tracked by Wall St. Rank hold OSK as of Q2 2025.

  • Atria Wealth Solutions held 6,593 shares of Oshkosh worth $749K as of Q2 2025.
  • Atria Wealth Solutions bought 2,873 Oshkosh shares in Q2 2025, an estimated $279K.
  • Oshkosh made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #752 holding.
  • Atria Wealth Solutions first reported a position in Oshkosh in Q2 2024 and has held it in 5 quarters since.
  • 490 funds tracked by Wall St. Rank held Oshkosh as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.