Clearstead Advisors’s Oshkosh OSK Stock Holding History

Clearstead 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
2026 Q2	$514K	Buy	3,347 +3,327	+16,635%	+$469K	﹤0.01%	752
2026 Q1	$2.94K	Sell	20 -277	-93%	-$43.2K	﹤0.01%	1825
2025 Q4	$37.3K	Sell	297 -702	-70%	-$90.3K	﹤0.01%	1511
2025 Q3	$130K	Buy	999 +7	+0.7%	+$929	﹤0.01%	987
2025 Q2	$113K	Buy	992 +457	+85%	+$44.4K	﹤0.01%	1034
2025 Q1	$50.3K	Buy	+535	New	+$53.5K	﹤0.01%	1172
2022 Q2	–	Sell	-80	Closed	-$8K	–	1392
2022 Q1	$8K	Sell	80 -96	-55%	-$10.8K	﹤0.01%	1021
2021 Q4	$20K	Buy	176 +80	+83%	+$8.74K	﹤0.01%	833
2021 Q3	$10K	Sell	96 -404	-81%	-$46.4K	﹤0.01%	945
2021 Q2	$62K	Hold	500	–	–	﹤0.01%	519
2021 Q1	$59K	Hold	500	–	–	﹤0.01%	522
2020 Q4	$43K	Hold	500	–	–	﹤0.01%	529
2020 Q3	$37K	Hold	500	–	–	﹤0.01%	506
2020 Q2	$36K	Hold	500	–	–	﹤0.01%	469
2020 Q1	$32K	Buy	+500	New	+$39.2K	﹤0.01%	457

Other funds holding OSK

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Clearstead Advisors's OSK Position: Q2 2026 in Review

Clearstead Advisors increased its Oshkosh (OSK) stake by 16,635% in Q2 2026, buying an estimated $469K and bringing the position to 3,347 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Clearstead Advisors first reported a position in OSK in Q1 2020 and has held it in 15 quarters since. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

Clearstead Advisors held 3,347 shares of Oshkosh worth $514K as of Q2 2026.
Clearstead Advisors bought 3,327 Oshkosh shares in Q2 2026, an estimated $469K.
Oshkosh made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #752 holding.
Clearstead Advisors first reported a position in Oshkosh in Q1 2020 and has held it in 15 quarters since.
598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.