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Callan Capital’s Oshkosh OSK Stock Holding History

Callan Capital’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
2025
Q1 		$318K Buy
3,383
+254
+8% +$25.4K 0.02% 271
2024
Q4 		$297K Sell
3,129
-395
-11% -$41.4K 0.02% 253
2024
Q3 		$353K Buy
3,524
+78
+2% +$8.13K 0.02% 238
2024
Q2 		$373K Buy
3,446
+69
+2% +$7.98K 0.03% 200
2024
Q1 		$421K Hold
3,377
– – 0.04% 163
2023
Q4 		$366K Buy
+3,377
New +$327K 0.03% 155

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Callan Capital's OSK Position: Q1 2025 in Review

Callan Capital increased its Oshkosh (OSK) stake by 8.1% in Q1 2025, buying an estimated $25.4K and bringing the position to 3,383 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #271.

Callan Capital first reported a position in OSK in Q4 2023 and has held it in 6 quarters since. The position peaked at $421K in Q1 2024. 503 funds tracked by Wall St. Rank hold OSK as of Q1 2025.

  • Callan Capital held 3,383 shares of Oshkosh worth $318K as of Q1 2025.
  • Callan Capital bought 254 Oshkosh shares in Q1 2025, an estimated $25.4K.
  • Oshkosh made up 0.02% of Callan Capital's portfolio in Q1 2025, its #271 holding.
  • Callan Capital first reported a position in Oshkosh in Q4 2023 and has held it in 6 quarters since.
  • Callan Capital's Oshkosh position peaked at $421K in Q1 2024.
  • 503 funds tracked by Wall St. Rank held Oshkosh as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.