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 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 $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return