AW
OSK icon

Avion Wealth’s Oshkosh OSK Stock Holding History

Avion Wealth’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
-6
Closed – – 1613
2026
Q2 		$0 Hold
6
– – ﹤0.01% 1647
2026
Q1 		$0 Hold
6
– – ﹤0.01% 1503
2025
Q4 		$0 Sell
6
-8
-57% -$1.03K ﹤0.01% 1491
2025
Q3 		$1K Buy
14
+8
+133% +$1.06K ﹤0.01% 1073
2025
Q2 		$0 Buy
+6
New +$583 ﹤0.01% 1482
2024
Q4 		– Sell
-5
Closed – – 1210
2024
Q3 		$0 Buy
+5
New +$521 ﹤0.01% 1247

Other funds holding OSK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Avion Wealth's OSK Position: Q3 2026 in Review

Avion Wealth sold out of Oshkosh (OSK) in Q3 2026, closing a stake of 6 shares.

Avion Wealth first reported a position in OSK in Q3 2024 and held it in 6 quarters. The position peaked at $1K in Q3 2025. 237 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

  • Avion Wealth reported no remaining Oshkosh position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 6 Oshkosh shares in Q3 2026.
  • Avion Wealth first reported a position in Oshkosh in Q3 2024 and held it in 6 quarters.
  • Avion Wealth's Oshkosh position peaked at $1K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.