EPW
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Evolve Private Wealth’s Oshkosh OSK Stock Holding History

Evolve Private 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 		$646K Buy
4,206
+1,515
+56% +$213K 0.04% 425
2026
Q1 		$396K Buy
2,691
+57
+2% +$8.88K 0.02% 677
2025
Q4 		$331K Buy
+2,634
New +$339K 0.02% 688

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evolve Private Wealth's OSK Position: Q2 2026 in Review

Evolve Private Wealth increased its Oshkosh (OSK) stake by 56% in Q2 2026, buying an estimated $213K and bringing the position to 4,206 shares worth $646K. The position accounts for 0.04% of the portfolio, ranked #425.

Evolve Private Wealth first reported a position in OSK in Q4 2025 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Evolve Private Wealth held 4,206 shares of Oshkosh worth $646K as of Q2 2026.
  • Evolve Private Wealth bought 1,515 Oshkosh shares in Q2 2026, an estimated $213K.
  • Oshkosh made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #425 holding.
  • Evolve Private Wealth first reported a position in Oshkosh in Q4 2025 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

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