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Avior Wealth Management’s Oshkosh OSK Stock Holding History

Avior 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
2025
Q1 		– Sell
-389
Closed -$37K – 1834
2024
Q4 		$37K Buy
389
+2
+0.5% +$209 ﹤0.01% 1240
2024
Q3 		$38.8K Sell
387
-261
-40% -$27.2K ﹤0.01% 1208
2024
Q2 		$70.1K Buy
648
+37
+6% +$4.28K ﹤0.01% 978
2024
Q1 		$76.2K Buy
+611
New +$68K ﹤0.01% 1068

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Avior Wealth Management's OSK Position: Q1 2025 in Review

Avior Wealth Management sold out of Oshkosh (OSK) in Q1 2025, closing a stake of 389 shares — an estimated $37K sold.

Avior Wealth Management first reported a position in OSK in Q1 2024 and held it in 4 quarters. The position peaked at $76.2K in Q1 2024. 503 funds tracked by Wall St. Rank hold OSK as of Q1 2025.

  • Avior Wealth Management reported no remaining Oshkosh position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 389 Oshkosh shares in Q1 2025, an estimated $37K.
  • Avior Wealth Management first reported a position in Oshkosh in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Oshkosh position peaked at $76.2K in Q1 2024.
  • 503 funds tracked by Wall St. Rank held Oshkosh as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.