Cornerstone Planning Group
OSK icon

Cornerstone Planning Group’s Oshkosh OSK Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-4
Closed -$595 – 1217
2026
Q2 		$595 Sell
4
-4
-50% -$564 ﹤0.01% 1645
2026
Q1 		$1.23K Buy
8
+4
+100% +$623 ﹤0.01% 1405
2025
Q4 		$585 Sell
4
-14
-78% -$1.8K ﹤0.01% 1483
2025
Q3 		$4.39K Buy
18
+12
+200% +$1.59K ﹤0.01% 989
2025
Q2 		$837 Hold
6
– – ﹤0.01% 1164
2025
Q1 		$506 Buy
6
+2
+50% +$200 ﹤0.01% 1304
2024
Q4 		$390 Hold
4
– – ﹤0.01% 1207
2024
Q3 		$431 Hold
4
– – ﹤0.01% 1118
2024
Q2 		$393 Hold
4
– – ﹤0.01% 1110
2024
Q1 		$458 Hold
4
– – ﹤0.01% 953
2023
Q4 		$434 Hold
4
– – ﹤0.01% 792
2023
Q3 		$382 Buy
+4
New +$388 ﹤0.01% 933

Other funds holding OSK

Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Cornerstone Planning Group's OSK Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Oshkosh (OSK) in Q3 2026, closing a stake of 4 shares — an estimated $595 sold.

Cornerstone Planning Group first reported a position in OSK in Q3 2023 and held it in 12 quarters. The position peaked at $4.39K in Q3 2025. 89 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Oshkosh position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 4 Oshkosh shares in Q3 2026, an estimated $595.
  • Cornerstone Planning Group first reported a position in Oshkosh in Q3 2023 and held it in 12 quarters.
  • Cornerstone Planning Group's Oshkosh position peaked at $4.39K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.