CWC
OSK icon

Carolinas Wealth Consulting’s Oshkosh OSK Stock Holding History

Carolinas Wealth Consulting’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
-36
Closed -$3.36K – 662
2025
Q1 		$3.36K Hold
36
– – ﹤0.01% 674
2024
Q4 		$3.4K Buy
36
+17
+89% +$1.78K ﹤0.01% 707
2024
Q3 		$1.81K Hold
19
– – ﹤0.01% 836
2024
Q2 		$1.95K Buy
19
+5
+36% +$578 ﹤0.01% 804
2024
Q1 		$1.79K Hold
14
– – ﹤0.01% 808
2023
Q4 		$1.55K Hold
14
– – ﹤0.01% 769
2023
Q3 		$1.26K Sell
14
-9
-39% -$873 ﹤0.01% 796
2023
Q2 		$2.03K Buy
23
+10
+77% +$788 ﹤0.01% 806
2023
Q1 		$1.08K Sell
13
-17
-57% -$1.54K ﹤0.01% 883
2022
Q4 		$2.65K Buy
+30
New +$2.57K ﹤0.01% 781

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 $47.8B 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 $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Carolinas Wealth Consulting's OSK Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Oshkosh (OSK) in Q2 2025, closing a stake of 36 shares — an estimated $3.36K sold.

Carolinas Wealth Consulting first reported a position in OSK in Q4 2022 and held it in 10 quarters. The position peaked at $3.4K in Q4 2024. 490 funds tracked by Wall St. Rank hold OSK as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Oshkosh position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 36 Oshkosh shares in Q2 2025, an estimated $3.36K.
  • Carolinas Wealth Consulting first reported a position in Oshkosh in Q4 2022 and held it in 10 quarters.
  • Carolinas Wealth Consulting's Oshkosh position peaked at $3.4K in Q4 2024.
  • 490 funds tracked by Wall St. Rank held Oshkosh as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.