EWA
OSK icon

EverSource Wealth Advisors’s Oshkosh OSK Stock Holding History

EverSource 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 		$342K Buy
2,231
+7
+0.3% +$986 0.01% 743
2026
Q1 		$327K Buy
2,224
+204
+10% +$31.8K 0.01% 802
2025
Q4 		$254K Sell
2,020
-99
-5% -$12.7K 0.01% 839
2025
Q3 		$275K Sell
2,119
-19
-0.9% -$2.52K 0.01% 761
2025
Q2 		$243K Buy
2,138
+1,699
+387% +$165K 0.01% 781
2025
Q1 		$41.3K Buy
439
+302
+220% +$30.2K ﹤0.01% 1323
2024
Q4 		$13K Buy
137
+38
+38% +$3.98K ﹤0.01% 1870
2024
Q3 		$9.92K Buy
99
+58
+141% +$6.04K ﹤0.01% 1870
2024
Q2 		$4.46K Buy
41
+30
+273% +$3.47K ﹤0.01% 2261
2024
Q1 		$1.24K Buy
11
+8
+267% +$891 ﹤0.01% 2515
2023
Q4 		$325 Buy
+3
New +$290 ﹤0.01% 2571
2023
Q3 		– Sell
-13
Closed -$1.13K – 2619
2023
Q2 		$1.13K Buy
+13
New +$1.02K ﹤0.01% 2179

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

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

EverSource Wealth Advisors increased its Oshkosh (OSK) stake by 0.31% in Q2 2026, buying an estimated $986 and bringing the position to 2,231 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #743.

EverSource Wealth Advisors first reported a position in OSK in Q2 2023 and has held it in 12 quarters since. 595 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • EverSource Wealth Advisors held 2,231 shares of Oshkosh worth $342K as of Q2 2026.
  • EverSource Wealth Advisors bought 7 Oshkosh shares in Q2 2026, an estimated $986.
  • Oshkosh made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #743 holding.
  • EverSource Wealth Advisors first reported a position in Oshkosh in Q2 2023 and has held it in 12 quarters since.
  • 595 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.