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EP Wealth Advisors’s Oshkosh OSK Stock Holding History

EP Wealth 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
Q2 		$541K Sell
3,525
-437
-11% -$61.6K ﹤0.01% 996
2026
Q1 		$583K Buy
3,962
+822
+26% +$128K ﹤0.01% 839
2025
Q4 		$394K Buy
+3,140
New +$404K ﹤0.01% 984

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EP Wealth Advisors's OSK Position: Q2 2026 in Review

EP Wealth Advisors reduced its Oshkosh (OSK) stake by 11% in Q2 2026, selling an estimated $61.6K and leaving 3,525 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

EP Wealth Advisors first reported a position in OSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $583K in Q1 2026. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • EP Wealth Advisors held 3,525 shares of Oshkosh worth $541K as of Q2 2026.
  • EP Wealth Advisors sold 437 Oshkosh shares in Q2 2026, an estimated $61.6K.
  • Oshkosh made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #996 holding.
  • EP Wealth Advisors first reported a position in Oshkosh in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's Oshkosh position peaked at $583K in Q1 2026.
  • 598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.