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 Q2	–	Sell	-1,902	Closed	-$280K	–	455
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 $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evoke Wealth's OSK Position: Q2 2026 in Review

Evoke Wealth sold out of Oshkosh (OSK) in Q2 2026, closing a stake of 1,902 shares — an estimated $280K sold.

Evoke Wealth first reported a position in OSK in Q2 2025 and held it in 4 quarters. The position peaked at $280K in Q1 2026. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

Evoke Wealth reported no remaining Oshkosh position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 1,902 Oshkosh shares in Q2 2026, an estimated $280K.
Evoke Wealth first reported a position in Oshkosh in Q2 2025 and held it in 4 quarters.
Evoke Wealth's Oshkosh position peaked at $280K in Q1 2026.
598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.