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 Q2	$223K	Hold	1,456	–	–	0.07%	162
2026 Q1	$214K	Buy	+1,456	New	+$227K	0.07%	151

Other funds holding OSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Avaii Wealth Management held its Oshkosh (OSK) position steady in Q2 2026 at 1,456 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #162.

Avaii Wealth Management first reported a position in OSK in Q1 2026 and has held it in 2 quarters since. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

Avaii Wealth Management held 1,456 shares of Oshkosh worth $223K as of Q2 2026.
Avaii Wealth Management left its Oshkosh share count unchanged in Q2 2026.
Oshkosh made up 0.07% of Avaii Wealth Management's portfolio in Q2 2026, its #162 holding.
Avaii Wealth Management first reported a position in Oshkosh in Q1 2026 and has held it in 2 quarters since.
598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.