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Carolina Wealth Advisors’s Oshkosh OSK Stock Holding History

Carolina Wealth 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
Q2 		– Sell
-2,449
Closed -$230K – 301
2025
Q1 		$230K Sell
2,449
-3,613
-60% -$362K 0.12% 66
2024
Q4 		$576K Buy
6,062
+146
+2% +$15.3K 0.31% 40
2024
Q3 		$593K Sell
5,916
-548
-8% -$57.1K 0.3% 45
2024
Q2 		$699K Buy
6,464
+705
+12% +$81.5K 0.34% 42
2024
Q1 		$718K Sell
5,759
-5
-0.1% -$557 0.39% 34
2023
Q4 		$625K Sell
5,764
-99
-2% -$9.57K 0.32% 44
2023
Q3 		$560K Buy
+5,863
New +$568K 0.32% 47

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Carolina Wealth Advisors's OSK Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of Oshkosh (OSK) in Q2 2025, closing a stake of 2,449 shares — an estimated $230K sold.

Carolina Wealth Advisors first reported a position in OSK in Q3 2023 and held it in 7 quarters. The position peaked at $718K in Q1 2024. 490 funds tracked by Wall St. Rank hold OSK as of Q2 2025.

  • Carolina Wealth Advisors reported no remaining Oshkosh position as of Q2 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 2,449 Oshkosh shares in Q2 2025, an estimated $230K.
  • Carolina Wealth Advisors first reported a position in Oshkosh in Q3 2023 and held it in 7 quarters.
  • Carolina Wealth Advisors's Oshkosh position peaked at $718K in Q1 2024.
  • 490 funds tracked by Wall St. Rank held Oshkosh as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.