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Capital Performance Advisors’s Oshkosh OSK Stock Holding History

Capital Performance 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 		– Sell
-1,559
Closed -$230K – 445
2026
Q1 		$230K Sell
1,559
-47
-3% -$7.33K 0.02% 400
2025
Q4 		$202K Buy
1,606
+27
+2% +$3.47K 0.01% 424
2025
Q3 		$205K Buy
+1,579
New +$210K 0.03% 318
2024
Q4 		– Sell
-75
Closed -$7.52K – 1903
2024
Q3 		$7.52K Buy
+75
New +$7.82K ﹤0.01% 951

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

Capital Performance Advisors's OSK Position: Q2 2026 in Review

Capital Performance Advisors sold out of Oshkosh (OSK) in Q2 2026, closing a stake of 1,559 shares — an estimated $230K sold.

Capital Performance Advisors first reported a position in OSK in Q3 2024 and held it in 4 quarters. The position peaked at $230K in Q1 2026. 597 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Capital Performance Advisors reported no remaining Oshkosh position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 1,559 Oshkosh shares in Q2 2026, an estimated $230K.
  • Capital Performance Advisors first reported a position in Oshkosh in Q3 2024 and held it in 4 quarters.
  • Capital Performance Advisors's Oshkosh position peaked at $230K in Q1 2026.
  • 597 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

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