Elevation Wealth Partners
OSK icon

Elevation Wealth Partners’s Oshkosh OSK Stock Holding History

Elevation Wealth 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
Q3 		$1.68K Buy
+13
New +$1.92K ﹤0.01% 1259
2026
Q2 		– Sell
-8
Closed -$1.18K – 1344
2026
Q1 		$1.18K Buy
+8
New +$1.25K ﹤0.01% 984
2025
Q4 		– Sell
-5
Closed -$649 – 1001
2025
Q3 		$649 Buy
+5
New +$663 ﹤0.01% 790

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Elevation Wealth Partners's OSK Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Oshkosh (OSK) in Q3 2026: 13 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #1259 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in OSK as recently as Q1 2026.

Elevation Wealth Partners first reported a position in OSK in Q3 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

  • Elevation Wealth Partners held 13 shares of Oshkosh worth $1.68K as of Q3 2026.
  • Oshkosh was a new Elevation Wealth Partners position in Q3 2026.
  • Oshkosh made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1259 holding.
  • Elevation Wealth Partners first reported a position in Oshkosh in Q3 2025 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.