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Burney Company’s Oshkosh OSK Stock Holding History

Burney Company’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 		$3.79M Sell
24,663
-618
-2% -$87.1K 0.1% 167
2026
Q1 		$3.72M Sell
25,281
-702
-3% -$109K 0.12% 153
2025
Q4 		$3.26M Buy
25,983
+1,776
+7% +$228K 0.1% 180
2025
Q3 		$3.14M Sell
24,207
-9,395
-28% -$1.25M 0.1% 180
2025
Q2 		$3.82M Sell
33,602
-1,515
-4% -$147K 0.13% 156
2025
Q1 		$3.3M Sell
35,117
-10,301
-23% -$1.03M 0.12% 160
2024
Q4 		$4.32M Sell
45,418
-10,038
-18% -$1.05M 0.15% 146
2024
Q3 		$5.56M Sell
55,456
-24,292
-30% -$2.53M 0.2% 122
2024
Q2 		$8.63M Buy
79,748
+47,181
+145% +$5.46M 0.33% 76
2024
Q1 		$4.06M Buy
32,567
+3,016
+10% +$336K 0.15% 155
2023
Q4 		$3.2M Buy
29,551
+25,666
+661% +$2.48M 0.13% 176
2023
Q3 		$371K Buy
+3,885
New +$377K 0.02% 446
2015
Q2 		– Sell
-4,305
Closed -$210K – 417
2015
Q1 		$210K Buy
4,305
+55
+1% +$2.52K 0.01% 392
2014
Q4 		$207K Sell
4,250
-730
-15% -$33.2K 0.02% 370
2014
Q3 		$220K Buy
+4,980
New +$248K 0.02% 376

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Burney Company's OSK Position: Q2 2026 in Review

Burney Company reduced its Oshkosh (OSK) stake by 2.4% in Q2 2026, selling an estimated $87.1K and leaving 24,663 shares worth $3.79M. The position accounts for 0.1% of the portfolio, ranked #167.

Burney Company first reported a position in OSK in Q3 2014 and has held it in 15 quarters since. The position peaked at $8.63M in Q2 2024. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Burney Company held 24,663 shares of Oshkosh worth $3.79M as of Q2 2026.
  • Burney Company sold 618 Oshkosh shares in Q2 2026, an estimated $87.1K.
  • Oshkosh made up 0.1% of Burney Company's portfolio in Q2 2026, its #167 holding.
  • Burney Company first reported a position in Oshkosh in Q3 2014 and has held it in 15 quarters since.
  • Burney Company's Oshkosh position peaked at $8.63M in Q2 2024.
  • 598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.