AWM
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Avaii Wealth Management’s Oshkosh OSK Stock Holding History

Avaii 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 		$214K Buy
+1,456
New +$227K 0.07% 151

Other funds holding OSK

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avaii Wealth Management's OSK Position: Q1 2026 in Review

Avaii Wealth Management opened a new position in Oshkosh (OSK) in Q1 2026: 1,456 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #151 among its holdings.

585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Avaii Wealth Management held 1,456 shares of Oshkosh worth $214K as of Q1 2026.
  • Oshkosh was a new Avaii Wealth Management position in Q1 2026.
  • Oshkosh made up 0.07% of Avaii Wealth Management's portfolio in Q1 2026, its #151 holding.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.