Covestor’s Oshkosh OSK Stock Holding History

Covestor’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	$965K	Sell	6,561 -423	-6%	-$65.9K	0.67%	19
2025 Q4	$877K	Sell	6,984 -290	-4%	-$37.3K	0.46%	25
2025 Q3	$944K	Sell	7,274 -813	-10%	-$108K	0.52%	15
2025 Q2	$918K	Buy	8,087 +909	+13%	+$88.3K	0.54%	14
2025 Q1	$676K	Buy	7,178 +313	+5%	+$31.3K	0.45%	18
2024 Q4	$653K	Buy	6,865 +854	+14%	+$89.4K	0.41%	22
2024 Q3	$603K	Buy	6,011 +933	+18%	+$97.2K	0.38%	20
2024 Q2	$549K	Sell	5,078 -223	-4%	-$25.8K	0.36%	20
2024 Q1	$661K	Buy	5,301 +1,148	+28%	+$128K	0.42%	21
2023 Q4	$450K	Buy	4,153 +538	+15%	+$52K	0.31%	24
2023 Q3	$345K	Sell	3,615 -40	-1%	-$3.88K	0.26%	38
2023 Q2	$316K	Buy	3,655 +734	+25%	+$57.8K	0.24%	39
2023 Q1	$243K	Sell	2,921 -1,175	-29%	-$107K	0.21%	63
2022 Q4	$362K	Buy	4,096 +50	+1%	+$4.29K	0.3%	32
2022 Q3	$285K	Sell	4,046 -131	-3%	-$10.7K	0.25%	42
2022 Q2	$343K	Sell	4,177 -637	-13%	-$58.5K	0.28%	44
2022 Q1	$485K	Buy	4,814 +4,335	+905%	+$487K	0.33%	29
2021 Q4	$54K	Buy	+479	New	+$52.3K	0.08%	495

Other funds holding OSK

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return