Beacon Pointe Advisors’s Oshkosh OSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$627K Sell
4,082
-5,224
-56% -$736K ﹤0.01% 1234
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

Beacon Pointe Advisors's OSK Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Oshkosh (OSK) stake by 56% in Q2 2026, selling an estimated $736K and leaving 4,082 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Beacon Pointe Advisors first reported a position in OSK in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.65M in Q1 2022. 597 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Beacon Pointe Advisors held 4,082 shares of Oshkosh worth $627K as of Q2 2026.
  • Beacon Pointe Advisors sold 5,224 Oshkosh shares in Q2 2026, an estimated $736K.
  • Oshkosh made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1234 holding.
  • Beacon Pointe Advisors first reported a position in Oshkosh in Q2 2021 and has held it in 6 quarters since.
  • Beacon Pointe Advisors's Oshkosh position peaked at $1.65M in Q1 2022.
  • 597 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.