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Cassady Schiller Wealth Management’s Oshkosh OSK Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$665 Buy
+7
New +$733 ﹤0.01% 894

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Cassady Schiller Wealth Management's OSK Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Oshkosh (OSK) in Q4 2024: 7 shares worth $665. The stake represents ﹤0.01% of the portfolio and ranks #894 among its holdings.

477 funds tracked by Wall St. Rank hold OSK as of Q4 2024.

  • Cassady Schiller Wealth Management held 7 shares of Oshkosh worth $665 as of Q4 2024.
  • Oshkosh was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Oshkosh made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #894 holding.
  • 477 funds tracked by Wall St. Rank held Oshkosh as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.