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Congress Wealth Management’s Oshkosh OSK Stock Holding History

Congress 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
2025
Q2 		$2.15M Buy
18,977
+12,980
+216% +$1.26M 0.02% 540
2025
Q1 		$564K Sell
5,997
-184
-3% -$18.4K 0.01% 778
2024
Q4 		$588K Buy
6,181
+555
+10% +$58.1K 0.01% 603
2024
Q3 		$564K Buy
+5,626
New +$586K 0.01% 621

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Congress Wealth Management's OSK Position: Q2 2025 in Review

Congress Wealth Management increased its Oshkosh (OSK) stake by 216% in Q2 2025, buying an estimated $1.26M and bringing the position to 18,977 shares worth $2.15M. The position accounts for 0.02% of the portfolio, ranked #540.

Congress Wealth Management first reported a position in OSK in Q3 2024 and has held it in 4 quarters since. 490 funds tracked by Wall St. Rank hold OSK as of Q2 2025.

  • Congress Wealth Management held 18,977 shares of Oshkosh worth $2.15M as of Q2 2025.
  • Congress Wealth Management bought 12,980 Oshkosh shares in Q2 2025, an estimated $1.26M.
  • Oshkosh made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #540 holding.
  • Congress Wealth Management first reported a position in Oshkosh in Q3 2024 and has held it in 4 quarters since.
  • 490 funds tracked by Wall St. Rank held Oshkosh as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.