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Confluence Wealth Services’s Oshkosh OSK Stock Holding History

Confluence Wealth Services’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 		$382K Buy
2,489
+169
+7% +$23.8K 0.01% 372
2026
Q1 		$342K Hold
2,320
– – 0.01% 304
2025
Q4 		$291K Hold
2,320
– – 0.01% 324
2025
Q3 		$301K Hold
2,320
– – 0.01% 317
2025
Q2 		$263K Buy
+2,320
New +$225K 0.01% 323
2025
Q1 		– Sell
-2,320
Closed -$223K – 352
2024
Q4 		$223K Hold
2,320
– – 0.01% 308
2024
Q3 		$232K Sell
2,320
-123
-5% -$12.8K 0.02% 315
2024
Q2 		$264K Buy
2,443
+20
+0.8% +$2.31K 0.02% 325
2024
Q1 		$302K Buy
2,423
+300
+14% +$33.4K 0.03% 267
2023
Q4 		$230K Sell
2,123
-348
-14% -$33.6K 0.03% 272
2023
Q3 		$236K Buy
+2,471
New +$240K 0.05% 236

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

Confluence Wealth Services's OSK Position: Q2 2026 in Review

Confluence Wealth Services increased its Oshkosh (OSK) stake by 7.3% in Q2 2026, buying an estimated $23.8K and bringing the position to 2,489 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #372.

Confluence Wealth Services first reported a position in OSK in Q3 2023 and has held it in 11 quarters since. 595 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Confluence Wealth Services held 2,489 shares of Oshkosh worth $382K as of Q2 2026.
  • Confluence Wealth Services bought 169 Oshkosh shares in Q2 2026, an estimated $23.8K.
  • Oshkosh made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #372 holding.
  • Confluence Wealth Services first reported a position in Oshkosh in Q3 2023 and has held it in 11 quarters since.
  • 595 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.