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Baker Ellis Asset Management’s Oshkosh OSK Stock Holding History

Baker Ellis Asset 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 		$8.82M Buy
57,487
+789
+1% +$111K 0.92% 33
2026
Q1 		$8.35M Sell
56,698
-28
-0% -$4.36K 0.99% 31
2025
Q4 		$7.13M Buy
56,726
+1,260
+2% +$162K 0.86% 33
2025
Q3 		$7.19M Buy
55,466
+594
+1% +$78.8K 0.89% 31
2025
Q2 		$6.23M Buy
54,872
+19,568
+55% +$1.9M 0.86% 35
2025
Q1 		$3.32M Buy
35,304
+947
+3% +$94.8K 0.48% 60
2024
Q4 		$3.27M Sell
34,357
-2,735
-7% -$286K 0.48% 61
2024
Q3 		$3.72M Buy
37,092
+965
+3% +$101K 0.53% 58
2024
Q2 		$3.91M Buy
36,127
+8,858
+32% +$1.02M 0.59% 52
2024
Q1 		$3.4M Buy
27,269
+355
+1% +$39.5K 0.51% 62
2023
Q4 		$2.92M Buy
26,914
+20,811
+341% +$2.01M 0.47% 63
2023
Q3 		$582K Buy
6,103
+1,650
+37% +$160K 0.1% 122
2023
Q2 		$386K Hold
4,453
– – 0.07% 149
2023
Q1 		$370K Sell
4,453
-530
-11% -$48.1K 0.07% 150
2022
Q4 		$439K Hold
4,983
– – 0.09% 138
2022
Q3 		$350K Sell
4,983
-1,150
-19% -$93.5K 0.08% 149
2022
Q2 		$504K Hold
6,133
– – 0.1% 131
2022
Q1 		$617K Sell
6,133
-33
-0.5% -$3.71K 0.11% 121
2021
Q4 		$695K Sell
6,166
-700
-10% -$76.5K 0.12% 116
2021
Q3 		$677K Hold
6,866
– – 0.13% 114
2021
Q2 		$856K Sell
6,866
-300
-4% -$37.9K 0.17% 99
2021
Q1 		$850K Sell
7,166
-133
-2% -$13.8K 0.18% 95
2020
Q4 		$628K Sell
7,299
-460
-6% -$36.6K 0.15% 103
2020
Q3 		$570K Buy
7,759
+1,019
+15% +$78.5K 0.16% 105
2020
Q2 		$483K Buy
6,740
+2,600
+63% +$177K 0.14% 111
2020
Q1 		$266K Buy
4,140
+2,070
+100% +$162K 0.1% 127
2019
Q4 		$196K Buy
2,070
+480
+30% +$41.4K 0.05% 161
2019
Q3 		$121K Buy
+1,590
New +$122K 0.03% 213

Other funds holding OSK

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baker Ellis Asset Management's OSK Position: Q2 2026 in Review

Baker Ellis Asset Management increased its Oshkosh (OSK) stake by 1.4% in Q2 2026, buying an estimated $111K and bringing the position to 57,487 shares worth $8.82M. The position accounts for 0.92% of the portfolio, ranked #33.

Baker Ellis Asset Management first reported a position in OSK in Q3 2019 and has held it in 28 quarters since. 219 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Baker Ellis Asset Management held 57,487 shares of Oshkosh worth $8.82M as of Q2 2026.
  • Baker Ellis Asset Management bought 789 Oshkosh shares in Q2 2026, an estimated $111K.
  • Oshkosh made up 0.92% of Baker Ellis Asset Management's portfolio in Q2 2026, its #33 holding.
  • Baker Ellis Asset Management first reported a position in Oshkosh in Q3 2019 and has held it in 28 quarters since.
  • 219 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Baker Ellis Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.