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Burns Matteson Capital Management’s Oshkosh OSK Stock Holding History

Burns Matteson Capital Management’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
-3,833
Closed -$564K – 233
2026
Q1 		$564K Buy
3,833
+54
+1% +$8.42K 0.21% 93
2025
Q4 		$475K Buy
3,779
+133
+4% +$17.1K 0.17% 116
2025
Q3 		$473K Buy
+3,646
New +$484K 0.19% 85
2025
Q2 		– Sell
-3,913
Closed -$368K – 209
2025
Q1 		$368K Buy
3,913
+303
+8% +$30.3K 0.2% 100
2024
Q4 		$343K Buy
+3,610
New +$378K 0.19% 103
2024
Q3 		– Sell
-3,096
Closed -$335K – 188
2024
Q2 		$335K Sell
3,096
-561
-15% -$64.9K 0.21% 94
2024
Q1 		$456K Sell
3,657
-3,131
-46% -$349K 0.29% 70
2023
Q4 		$736K Buy
+6,788
New +$656K 0.52% 53

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

Burns Matteson Capital Management's OSK Position: Q2 2026 in Review

Burns Matteson Capital Management sold out of Oshkosh (OSK) in Q2 2026, closing a stake of 3,833 shares — an estimated $564K sold.

Burns Matteson Capital Management first reported a position in OSK in Q4 2023 and held it in 8 quarters. The position peaked at $736K in Q4 2023. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Burns Matteson Capital Management reported no remaining Oshkosh position as of Q2 2026 after selling out during the quarter.
  • Burns Matteson Capital Management sold 3,833 Oshkosh shares in Q2 2026, an estimated $564K.
  • Burns Matteson Capital Management first reported a position in Oshkosh in Q4 2023 and held it in 8 quarters.
  • Burns Matteson Capital Management's Oshkosh position peaked at $736K in Q4 2023.
  • 598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.