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Beacon Pointe Advisors’s Oshkosh OSK Stock Holding History

Beacon Pointe Advisors’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
Q1 		$1.37M Buy
+9,306
New +$1.45M 0.01% 875
2024
Q2 		– Sell
-1,765
Closed -$220K – 1357
2024
Q1 		$220K Buy
+1,765
New +$197K ﹤0.01% 1225
2022
Q2 		– Sell
-16,373
Closed -$1.65M – 1180
2022
Q1 		$1.65M Buy
16,373
+14,591
+819% +$1.64M 0.02% 490
2021
Q4 		$201K Buy
+1,782
New +$195K 0.01% 881
2021
Q3 		– Sell
-1,748
Closed -$218K – 952
2021
Q2 		$218K Buy
+1,748
New +$221K 0.01% 772

Other funds holding OSK

BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return