Elevated Capital Advisors
OSK icon

Elevated Capital Advisors’s Oshkosh OSK Stock Holding History

Elevated Capital 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
Q3 		$1.68K Hold
13
– – ﹤0.01% 695
2026
Q2 		$2K Hold
13
– – ﹤0.01% 668
2026
Q1 		$1.91K Hold
13
– – ﹤0.01% 663
2025
Q4 		$1.63K Buy
+13
New +$1.67K ﹤0.01% 650

Other funds holding OSK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Elevated Capital Advisors's OSK Position: Q3 2026 in Review

Elevated Capital Advisors held its Oshkosh (OSK) position steady in Q3 2026 at 13 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Elevated Capital Advisors first reported a position in OSK in Q4 2025 and has held it in 4 quarters since. The position peaked at $2K in Q2 2026. 325 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

  • Elevated Capital Advisors held 13 shares of Oshkosh worth $1.68K as of Q3 2026.
  • Elevated Capital Advisors left its Oshkosh share count unchanged in Q3 2026.
  • Oshkosh made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #695 holding.
  • Elevated Capital Advisors first reported a position in Oshkosh in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Oshkosh position peaked at $2K in Q2 2026.
  • 325 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.