CPG
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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
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

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return