EWP
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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
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

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Elevation Wealth Partners's OSK Position: Q2 2026 in Review

Elevation Wealth Partners sold out of Oshkosh (OSK) in Q2 2026, closing a stake of 8 shares — an estimated $1.18K sold.

Elevation Wealth Partners first reported a position in OSK in Q3 2025 and held it in 2 quarters. The position peaked at $1.18K in Q1 2026. 170 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Elevation Wealth Partners reported no remaining Oshkosh position as of Q2 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 8 Oshkosh shares in Q2 2026, an estimated $1.18K.
  • Elevation Wealth Partners first reported a position in Oshkosh in Q3 2025 and held it in 2 quarters.
  • Elevation Wealth Partners's Oshkosh position peaked at $1.18K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.