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Dumont & Blake Investment Advisors’s Oshkosh OSK Stock Holding History

Dumont & Blake Investment Advisors’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 		$1.63M Sell
11,095
-320
-3% -$49.9K 0.41% 66
2025
Q4 		$1.43M Sell
11,415
-13
-0.1% -$1.67K 0.34% 75
2025
Q3 		$1.48M Sell
11,428
-16
-0.1% -$2.12K 0.36% 73
2025
Q2 		$1.3M Buy
11,444
+1,915
+20% +$186K 0.34% 77
2025
Q1 		$896K Buy
9,529
+1,420
+18% +$142K 0.25% 97
2024
Q4 		$771K Sell
8,109
-2,312
-22% -$242K 0.21% 111
2024
Q3 		$1.04M Sell
10,421
-10,429
-50% -$1.09M 0.28% 87
2024
Q2 		$2.26M Buy
20,850
+17,300
+487% +$2M 0.32% 84
2024
Q1 		$443K Buy
+3,550
New +$395K 0.13% 140

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