Caldwell Trust’s Oshkosh OSK Stock Holding History

Caldwell Trust’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 Q1	$49.2K	Hold	334	–	–	﹤0.01%	494
2025 Q4	$42K	Hold	334	–	–	﹤0.01%	504
2025 Q3	$43.3K	Hold	334	–	–	﹤0.01%	496
2025 Q2	$37.9K	Hold	334	–	–	﹤0.01%	494
2025 Q1	$31.4K	Hold	334	–	–	﹤0.01%	508
2024 Q4	$31.8K	Hold	334	–	–	﹤0.01%	499
2024 Q3	$33.5K	Hold	334	–	–	﹤0.01%	497
2024 Q2	$36.1K	Hold	334	–	–	﹤0.01%	481
2024 Q1	$41.7K	Hold	334	–	–	﹤0.01%	476
2023 Q4	$36.2K	Hold	334	–	–	﹤0.01%	484
2023 Q3	$31.9K	Hold	334	–	–	﹤0.01%	491
2023 Q2	$28.9K	Hold	334	–	–	﹤0.01%	515
2023 Q1	$27.8K	Hold	334	–	–	﹤0.01%	511
2022 Q4	$29.5K	Sell	334 -300	-47%	-$25.7K	﹤0.01%	492
2022 Q3	$44.6K	Hold	634	–	–	0.01%	447
2022 Q2	$52.1K	Hold	634	–	–	0.01%	439
2022 Q1	$63.8K	Hold	634	–	–	0.01%	431
2021 Q4	$71.5K	Hold	634	–	–	0.01%	412
2021 Q3	$64.9K	Hold	634	–	–	0.01%	412
2021 Q2	$79K	Hold	634	–	–	0.01%	389
2021 Q1	$75.2K	Hold	634	–	–	0.01%	384
2020 Q4	$54.6K	Hold	634	–	–	0.01%	404
2020 Q3	$46.6K	Buy	634 +300	+90%	+$23.1K	0.01%	421
2020 Q2	$23.9K	Hold	334	–	–	﹤0.01%	524
2020 Q1	$21.5K	Hold	334	–	–	﹤0.01%	541
2019 Q4	$31.6K	Buy	+334	New	+$28.8K	﹤0.01%	524

Other funds holding OSK

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

Caldwell Trust's OSK Position: Q1 2026 in Review

Caldwell Trust held its Oshkosh (OSK) position steady in Q1 2026 at 334 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Caldwell Trust first reported a position in OSK in Q4 2019 and has held it in 26 quarters since. The position peaked at $79K in Q2 2021. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

Caldwell Trust held 334 shares of Oshkosh worth $49.2K as of Q1 2026.
Caldwell Trust left its Oshkosh share count unchanged in Q1 2026.
Oshkosh made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #494 holding.
Caldwell Trust first reported a position in Oshkosh in Q4 2019 and has held it in 26 quarters since.
Caldwell Trust's Oshkosh position peaked at $79K in Q2 2021.
585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.