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Cornerstone Wealth Management’s Oshkosh OSK Stock Holding History

Cornerstone 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
2024
Q4 		– Sell
-2,633
Closed -$264K – 596
2024
Q3 		$264K Sell
2,633
-551
-17% -$57.4K 0.02% 483
2024
Q2 		$345K Buy
3,184
+297
+10% +$34.4K 0.03% 406
2024
Q1 		$360K Sell
2,887
-151
-5% -$16.8K 0.03% 393
2023
Q4 		$329K Sell
3,038
-423
-12% -$40.9K 0.03% 394
2023
Q3 		$330K Buy
3,461
+36
+1% +$3.49K 0.03% 401
2023
Q2 		$297K Buy
3,425
+5
+0.1% +$394 0.03% 404
2023
Q1 		$284K Buy
+3,420
New +$310K 0.03% 379
2022
Q3 		$314K Buy
4,472
+4
+0.1% +$325 0.04% 337
2022
Q2 		$367K Sell
4,468
-96
-2% -$8.81K 0.04% 319
2022
Q1 		$459K Sell
4,564
-97
-2% -$10.9K 0.04% 289
2021
Q4 		$514K Sell
4,661
-698
-13% -$76.3K 0.05% 281
2021
Q3 		$549K Sell
5,359
-27
-0.5% -$3.1K 0.06% 254
2021
Q2 		$671K Sell
5,386
-85
-2% -$10.7K 0.07% 240
2021
Q1 		$649K Buy
+5,471
New +$567K 0.08% 229
2018
Q4 		– Sell
-16,818
Closed -$200K – 912
2018
Q3 		$200K Buy
16,818
+2,680
+19% +$193K ﹤0.01% 1199
2018
Q2 		$200K Buy
+14,138
New +$1.06M ﹤0.01% 1332

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Wealth Management's OSK Position: Q4 2024 in Review

Cornerstone Wealth Management sold out of Oshkosh (OSK) in Q4 2024, closing a stake of 2,633 shares — an estimated $264K sold.

Cornerstone Wealth Management first reported a position in OSK in Q2 2018 and held it in 16 quarters. The position peaked at $671K in Q2 2021. 477 funds tracked by Wall St. Rank hold OSK as of Q4 2024.

  • Cornerstone Wealth Management reported no remaining Oshkosh position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,633 Oshkosh shares in Q4 2024, an estimated $264K.
  • Cornerstone Wealth Management first reported a position in Oshkosh in Q2 2018 and held it in 16 quarters.
  • Cornerstone Wealth Management's Oshkosh position peaked at $671K in Q2 2021.
  • 477 funds tracked by Wall St. Rank held Oshkosh as of Q4 2024.

Based on Cornerstone Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.