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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cornerstone Planning Group's OSK Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Oshkosh (OSK) stake by 50% in Q2 2026, selling an estimated $564 and leaving 4 shares worth $595. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Cornerstone Planning Group first reported a position in OSK in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.39K in Q3 2025. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

Cornerstone Planning Group held 4 shares of Oshkosh worth $595 as of Q2 2026.
Cornerstone Planning Group sold 4 Oshkosh shares in Q2 2026, an estimated $564.
Oshkosh made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1645 holding.
Cornerstone Planning Group first reported a position in Oshkosh in Q3 2023 and has held it in 12 quarters since.
Cornerstone Planning Group's Oshkosh position peaked at $4.39K in Q3 2025.
598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.