Evoke Wealth’s Oshkosh OSK Stock Holding History

Evoke Wealth’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 Q1	$280K	Sell	1,902 -164	-8%	-$25.6K	0.01%	559
2025 Q4	$259K	Sell	2,066 -50	-2%	-$6.43K	﹤0.01%	561
2025 Q3	$275K	Buy	2,116 +2	+0.1%	+$265	0.01%	525
2025 Q2	$240K	Buy	+2,114	New	+$205K	0.01%	516

Other funds holding OSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evoke Wealth's OSK Position: Q1 2026 in Review

Evoke Wealth reduced its Oshkosh (OSK) stake by 7.9% in Q1 2026, selling an estimated $25.6K and leaving 1,902 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #559.

Evoke Wealth first reported a position in OSK in Q2 2025 and has held it in 4 quarters since. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

Evoke Wealth held 1,902 shares of Oshkosh worth $280K as of Q1 2026.
Evoke Wealth sold 164 Oshkosh shares in Q1 2026, an estimated $25.6K.
Oshkosh made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #559 holding.
Evoke Wealth first reported a position in Oshkosh in Q2 2025 and has held it in 4 quarters since.
585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.