Edgestream Partners’s Oshkosh OSK Stock Holding History

Edgestream Partners’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	–	Sell	-37,992	Closed	-$4.77M	–	1039
2025 Q4	$4.77M	Sell	37,992 -53,138	-58%	-$6.83M	0.13%	263
2025 Q3	$11.8M	Buy	+91,130	New	+$12.1M	0.35%	34
2025 Q2	–	Sell	-13,903	Closed	-$1.31M	–	1016
2025 Q1	$1.31M	Buy	+13,903	New	+$1.39M	0.04%	563
2024 Q4	–	Sell	-68,023	Closed	-$6.82M	–	1026
2024 Q3	$6.82M	Buy	68,023 +59,566	+704%	+$6.21M	0.3%	66
2024 Q2	$915K	Buy	+8,457	New	+$978K	0.04%	541
2023 Q4	–	Sell	-14,295	Closed	-$1.36M	–	1000
2023 Q3	$1.36M	Buy	14,295 +8,552	+149%	+$829K	0.11%	297
2023 Q2	$497K	Sell	5,743 -7,198	-56%	-$567K	0.05%	529
2023 Q1	$1.08M	Sell	12,941 -16,121	-55%	-$1.46M	0.12%	283
2022 Q4	$2.56M	Buy	+29,062	New	+$2.49M	0.29%	98
2021 Q4	–	Sell	-19,301	Closed	-$1.98M	–	561
2021 Q3	$1.98M	Buy	+19,301	New	+$2.22M	0.12%	242

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