DBRC
OSK icon

D.B. Root & Company’s Oshkosh OSK Stock Holding History

D.B. Root & Company’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
2025
Q1 		– Sell
-5,027
Closed -$478K – 200
2024
Q4 		$478K Buy
5,027
+1,102
+28% +$115K 0.15% 102
2024
Q3 		$393K Buy
3,925
+760
+24% +$79.2K 0.13% 113
2024
Q2 		$342K Buy
3,165
+85
+3% +$9.83K 0.12% 146
2024
Q1 		$384K Sell
3,080
-256
-8% -$28.5K 0.13% 128
2023
Q4 		$362K Buy
3,336
+51
+2% +$4.93K 0.13% 132
2023
Q3 		$313K Sell
3,285
-2,768
-46% -$268K 0.12% 138
2023
Q2 		$524K Buy
6,053
+1
+0% +$79 0.2% 110
2023
Q1 		$503K Sell
6,052
-2,786
-32% -$253K 0.2% 106
2022
Q4 		$779K Buy
8,838
+21
+0.2% +$1.8K 0.33% 82
2022
Q3 		$619K Sell
8,817
-146
-2% -$11.9K 0.28% 92
2022
Q2 		$736K Buy
8,963
+71
+0.8% +$6.52K 0.32% 81
2022
Q1 		$895K Buy
8,892
+144
+2% +$16.2K 0.33% 73
2021
Q4 		$986K Buy
8,748
+326
+4% +$35.6K 0.36% 69
2021
Q3 		$862K Sell
8,422
-1,477
-15% -$170K 0.34% 80
2021
Q2 		$1.23M Sell
9,899
-284
-3% -$35.9K 0.46% 45
2021
Q1 		$1.21M Buy
10,183
+400
+4% +$41.4K 0.47% 48
2020
Q4 		$842K Buy
9,783
+813
+9% +$64.7K 0.34% 77
2020
Q3 		$659K Sell
8,970
-200
-2% -$15.4K 0.26% 102
2020
Q2 		$656K Buy
9,170
+770
+9% +$52.6K 0.28% 97
2020
Q1 		$540K Buy
8,400
+2,250
+37% +$176K 0.27% 94
2019
Q4 		$582K Buy
6,150
+150
+3% +$12.9K 0.26% 110
2019
Q3 		$454K Buy
6,000
+2,600
+76% +$199K 0.21% 127
2019
Q2 		$283K Buy
3,400
+100
+3% +$7.87K 0.13% 174
2019
Q1 		$248K Buy
+3,300
New +$244K 0.11% 185

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

D.B. Root & Company's OSK Position: Q1 2025 in Review

D.B. Root & Company sold out of Oshkosh (OSK) in Q1 2025, closing a stake of 5,027 shares — an estimated $478K sold.

D.B. Root & Company first reported a position in OSK in Q1 2019 and held it in 24 quarters. The position peaked at $1.23M in Q2 2021. 503 funds tracked by Wall St. Rank hold OSK as of Q1 2025.

  • D.B. Root & Company reported no remaining Oshkosh position as of Q1 2025 after selling out during the quarter.
  • D.B. Root & Company sold 5,027 Oshkosh shares in Q1 2025, an estimated $478K.
  • D.B. Root & Company first reported a position in Oshkosh in Q1 2019 and held it in 24 quarters.
  • D.B. Root & Company's Oshkosh position peaked at $1.23M in Q2 2021.
  • 503 funds tracked by Wall St. Rank held Oshkosh as of Q1 2025.

Based on D.B. Root & Company's 13F filing for Q1 2025, filed 14 May 2025.