Bellwether Advisors’s Oshkosh OSK Stock Holding History

Bellwether 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
2025 Q3	–	Sell	-33	Closed	-$3.75K	–	434
2025 Q2	$3.75K	Hold	33	–	–	﹤0.01%	445
2025 Q1	$3.1K	Hold	33	–	–	﹤0.01%	407
2024 Q4	$3.14K	Buy	+33	New	+$3.46K	﹤0.01%	413

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bellwether Advisors's OSK Position: Q3 2025 in Review

Bellwether Advisors sold out of Oshkosh (OSK) in Q3 2025, closing a stake of 33 shares — an estimated $3.75K sold.

Bellwether Advisors first reported a position in OSK in Q4 2024 and held it in 3 quarters. The position peaked at $3.75K in Q2 2025. 572 funds tracked by Wall St. Rank hold OSK as of Q3 2025.

Bellwether Advisors reported no remaining Oshkosh position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 33 Oshkosh shares in Q3 2025, an estimated $3.75K.
Bellwether Advisors first reported a position in Oshkosh in Q4 2024 and held it in 3 quarters.
Bellwether Advisors's Oshkosh position peaked at $3.75K in Q2 2025.
572 funds tracked by Wall St. Rank held Oshkosh as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.