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 Q3	–	Sell	-1,456	Closed	-$223K	–	188
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Avaii Wealth Management's OSK Position: Q3 2026 in Review

Avaii Wealth Management sold out of Oshkosh (OSK) in Q3 2026, closing a stake of 1,456 shares — an estimated $223K sold.

Avaii Wealth Management first reported a position in OSK in Q1 2026 and held it in 2 quarters. The position peaked at $223K in Q2 2026. 490 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

Avaii Wealth Management reported no remaining Oshkosh position as of Q3 2026 after selling out during the quarter.
Avaii Wealth Management sold 1,456 Oshkosh shares in Q3 2026, an estimated $223K.
Avaii Wealth Management first reported a position in Oshkosh in Q1 2026 and held it in 2 quarters.
Avaii Wealth Management's Oshkosh position peaked at $223K in Q2 2026.
490 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.