Capstone Investment Advisors
OSK icon

Capstone Investment Advisors’s Oshkosh OSK Stock Holding History

Capstone 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
2025
Q3 		– Sell
-2,415
Closed -$274K – 2015
2025
Q2 		$274K Buy
+2,415
New +$235K ﹤0.01% 1428
2023
Q4 		– Sell
-2,440
Closed -$233K – 2321
2023
Q3 		$233K Buy
+2,440
New +$237K ﹤0.01% 1732
2017
Q2 		– Sell
-4,100
Closed -$281K – 855
2017
Q1 		$281K Buy
+4,100
New +$282K 0.01% 722
2016
Q4 		– Sell
-34,388
Closed -$1.93M – 1063
2016
Q3 		$1.93M Sell
34,388
-15,362
-31% -$809K 0.04% 265
2016
Q2 		$2.37M Buy
+49,750
New +$2.21M 0.05% 219

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capstone Investment Advisors's OSK Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Oshkosh (OSK) in Q3 2025, closing a stake of 2,415 shares — an estimated $274K sold.

Capstone Investment Advisors first reported a position in OSK in Q2 2016 and held it in 5 quarters. The position peaked at $2.37M in Q2 2016. 572 funds tracked by Wall St. Rank hold OSK as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Oshkosh position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,415 Oshkosh shares in Q3 2025, an estimated $274K.
  • Capstone Investment Advisors first reported a position in Oshkosh in Q2 2016 and held it in 5 quarters.
  • Capstone Investment Advisors's Oshkosh position peaked at $2.37M in Q2 2016.
  • 572 funds tracked by Wall St. Rank held Oshkosh as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.