AAS
OSK icon

Avantax Advisory Services’s Oshkosh OSK Stock Holding History

Avantax 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
2025
Q2 		$311K Buy
2,735
+265
+11% +$25.7K ﹤0.01% 1883
2025
Q1 		$232K Buy
2,470
+15
+0.6% +$1.5K ﹤0.01% 2011
2024
Q4 		$233K Sell
2,455
-2,272
-48% -$238K ﹤0.01% 1955
2024
Q3 		$474K Sell
4,727
-320
-6% -$33.3K ﹤0.01% 1443
2024
Q2 		$546K Buy
5,047
+1,428
+39% +$165K ﹤0.01% 1305
2024
Q1 		$451K Sell
3,619
-73
-2% -$8.13K ﹤0.01% 1093
2023
Q4 		$400K Sell
3,692
-79
-2% -$7.64K ﹤0.01% 1089
2023
Q3 		$360K Buy
3,771
+308
+9% +$29.9K ﹤0.01% 1097
2023
Q2 		$300K Buy
3,463
+132
+4% +$10.4K ﹤0.01% 1188
2023
Q1 		$277K Buy
3,331
+114
+4% +$10.3K ﹤0.01% 1190
2022
Q4 		$284K Buy
3,217
+12
+0.4% +$1.03K ﹤0.01% 1136
2022
Q3 		$225K Buy
3,205
+14
+0.4% +$1.14K ﹤0.01% 1151
2022
Q2 		$262K Buy
3,191
+12
+0.4% +$1.1K ﹤0.01% 1071
2022
Q1 		$320K Buy
3,179
+11
+0.3% +$1.24K ﹤0.01% 965
2021
Q4 		$357K Buy
3,168
+9
+0.3% +$984 0.01% 898
2021
Q3 		$323K Buy
3,159
+10
+0.3% +$1.15K 0.01% 896
2021
Q2 		$392K Buy
3,149
+18
+0.6% +$2.28K 0.01% 790
2021
Q1 		$372K Buy
+3,131
New +$324K 0.01% 717
2020
Q4 		– Sell
-3,017
Closed -$222K – 1219
2020
Q3 		$222K Buy
+3,017
New +$232K ﹤0.01% 1177

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Avantax Advisory Services's OSK Position: Q2 2025 in Review

Avantax Advisory Services increased its Oshkosh (OSK) stake by 11% in Q2 2025, buying an estimated $25.7K and bringing the position to 2,735 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Avantax Advisory Services first reported a position in OSK in Q3 2020 and has held it in 19 quarters since. The position peaked at $546K in Q2 2024. 490 funds tracked by Wall St. Rank hold OSK as of Q2 2025.

  • Avantax Advisory Services held 2,735 shares of Oshkosh worth $311K as of Q2 2025.
  • Avantax Advisory Services bought 265 Oshkosh shares in Q2 2025, an estimated $25.7K.
  • Oshkosh made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1883 holding.
  • Avantax Advisory Services first reported a position in Oshkosh in Q3 2020 and has held it in 19 quarters since.
  • Avantax Advisory Services's Oshkosh position peaked at $546K in Q2 2024.
  • 490 funds tracked by Wall St. Rank held Oshkosh as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.