Caprock Group’s Oshkosh OSK Stock Holding History

Caprock Group’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 Q4	–	Sell	-1,742	Closed	-$244K	–	1276
2025 Q3	$244K	Buy	+1,742	New	+$231K	0.01%	1007
2025 Q1	$275K	Buy	+2,923	New	+$293K	0.01%	897

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Caprock Group's OSK Position: Q4 2025 in Review

Caprock Group sold out of Oshkosh (OSK) in Q4 2025, closing a stake of 1,742 shares — an estimated $244K sold.

Caprock Group first reported a position in OSK in Q1 2025 and held it in 2 quarters. The position peaked at $275K in Q1 2025. 560 funds tracked by Wall St. Rank hold OSK as of Q4 2025.

Caprock Group reported no remaining Oshkosh position as of Q4 2025 after selling out during the quarter.
Caprock Group sold 1,742 Oshkosh shares in Q4 2025, an estimated $244K.
Caprock Group first reported a position in Oshkosh in Q1 2025 and held it in 2 quarters.
Caprock Group's Oshkosh position peaked at $275K in Q1 2025.
560 funds tracked by Wall St. Rank held Oshkosh as of Q4 2025.

Based on Caprock Group's 13F filing for Q4 2025, filed 28 Jan 2026.