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Coldstream Capital Management’s Oshkosh OSK Stock Holding History

Coldstream Capital 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
2026
Q2 		$2.2M Sell
14,337
-1,287
-8% -$181K 0.03% 284
2026
Q1 		$2.3M Buy
15,624
+550
+4% +$85.7K 0.03% 262
2025
Q4 		$1.89M Sell
15,074
-1,217
-7% -$157K 0.02% 301
2025
Q3 		$2.11M Buy
16,291
+12,611
+343% +$1.67M 0.03% 292
2025
Q2 		$418K Sell
3,680
-88
-2% -$8.55K 0.01% 736
2025
Q1 		$354K Buy
3,768
+198
+6% +$19.8K 0.01% 755
2024
Q4 		$339K Sell
3,570
-83
-2% -$8.69K 0.01% 768
2024
Q3 		$366K Buy
3,653
+35
+1% +$3.65K 0.01% 736
2024
Q2 		$391K Sell
3,618
-2
-0.1% -$231 0.01% 654
2024
Q1 		$451K Sell
3,620
-77
-2% -$8.58K 0.01% 595
2023
Q4 		$401K Buy
3,697
+581
+19% +$56.2K 0.01% 593
2023
Q3 		$297K Sell
3,116
-7
-0.2% -$679 0.01% 600
2023
Q2 		$270K Buy
3,123
+140
+5% +$11K 0.01% 662
2023
Q1 		$248K Sell
2,983
-166
-5% -$15.1K 0.01% 687
2022
Q4 		$278K Buy
+3,149
New +$270K 0.01% 636
2022
Q2 		$275K Buy
3,344
+102
+3% +$9.36K 0.01% 597
2022
Q1 		$326K Sell
3,242
-205
-6% -$23K 0.01% 541
2021
Q4 		$389K Buy
+3,447
New +$377K 0.01% 517
2021
Q3 		– Sell
-1,895
Closed -$236K – 506
2021
Q2 		$236K Buy
1,895
+7
+0.4% +$885 0.01% 463
2021
Q1 		$224K Buy
+1,888
New +$196K 0.01% 398
2020
Q2 		– Sell
-11,969
Closed -$770K – 325
2020
Q1 		$770K Sell
11,969
-508
-4% -$39.8K 0.08% 127
2019
Q4 		$1.18M Sell
12,477
-342
-3% -$29.5K 0.1% 111
2019
Q3 		$972K Buy
12,819
+430
+3% +$32.9K 0.08% 147
2019
Q2 		$1.03M Buy
+12,389
New +$975K 0.09% 134

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Coldstream Capital Management's OSK Position: Q2 2026 in Review

Coldstream Capital Management reduced its Oshkosh (OSK) stake by 8.2% in Q2 2026, selling an estimated $181K and leaving 14,337 shares worth $2.2M. The position accounts for 0.03% of the portfolio, ranked #284.

Coldstream Capital Management first reported a position in OSK in Q2 2019 and has held it in 24 quarters since. The position peaked at $2.3M in Q1 2026. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Coldstream Capital Management held 14,337 shares of Oshkosh worth $2.2M as of Q2 2026.
  • Coldstream Capital Management sold 1,287 Oshkosh shares in Q2 2026, an estimated $181K.
  • Oshkosh made up 0.03% of Coldstream Capital Management's portfolio in Q2 2026, its #284 holding.
  • Coldstream Capital Management first reported a position in Oshkosh in Q2 2019 and has held it in 24 quarters since.
  • Coldstream Capital Management's Oshkosh position peaked at $2.3M in Q1 2026.
  • 598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.