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Caerus Investment Advisors’s Oshkosh OSK Stock Holding History

Caerus Investment 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
2026
Q2 		$214K Buy
+1,392
New +$196K 0.07% 299

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

Caerus Investment Advisors's OSK Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Oshkosh (OSK) in Q2 2026: 1,392 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #299 among its holdings.

595 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Caerus Investment Advisors held 1,392 shares of Oshkosh worth $214K as of Q2 2026.
  • Oshkosh was a new Caerus Investment Advisors position in Q2 2026.
  • Oshkosh made up 0.07% of Caerus Investment Advisors's portfolio in Q2 2026, its #299 holding.
  • 595 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.