BGAI
OSK icon

Bruce G. Allen Investments’s Oshkosh OSK Stock Holding History

Bruce G. Allen Investments’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 		– Sell
-122
Closed -$18K – 1089
2026
Q1 		$18K Buy
+122
New +$19K 0.01% 417
2025
Q2 		– Sell
-2
Closed -$188 – 1119
2025
Q1 		$188 Hold
2
– – ﹤0.01% 1059
2024
Q4 		$190 Buy
+2
New +$209 ﹤0.01% 1066

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bruce G. Allen Investments's OSK Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of Oshkosh (OSK) in Q2 2026, closing a stake of 122 shares — an estimated $18K sold.

Bruce G. Allen Investments first reported a position in OSK in Q4 2024 and held it in 3 quarters. The position peaked at $18K in Q1 2026. 599 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Bruce G. Allen Investments reported no remaining Oshkosh position as of Q2 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 122 Oshkosh shares in Q2 2026, an estimated $18K.
  • Bruce G. Allen Investments first reported a position in Oshkosh in Q4 2024 and held it in 3 quarters.
  • Bruce G. Allen Investments's Oshkosh position peaked at $18K in Q1 2026.
  • 599 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.