Expect Equity LLC’s Oshkosh OSK Stock Holding History

Expect Equity LLC’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	$3.56M	Hold	23,225	–	–	2.29%	10
2026 Q1	$3.42M	Sell	23,225 -1,830	-7%	-$285K	2.66%	7
2025 Q4	$3.15M	Hold	25,055	–	–	2.59%	8
2025 Q3	$3.25M	Sell	25,055 -2,290	-8%	-$304K	3.17%	9
2025 Q2	$3.1M	Hold	27,345	–	–	3.31%	5
2025 Q1	$2.57M	Sell	27,345 -2,090	-7%	-$209K	2.9%	10
2024 Q4	$2.8M	Buy	+29,435	New	+$3.08M	2.93%	10

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

Expect Equity LLC's OSK Position: Q2 2026 in Review

Expect Equity LLC held its Oshkosh (OSK) position steady in Q2 2026 at 23,225 shares worth $3.56M. The position accounts for 2.29% of the portfolio, ranked #10.

Expect Equity LLC first reported a position in OSK in Q4 2024 and has held it in 7 quarters since. 597 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

Expect Equity LLC held 23,225 shares of Oshkosh worth $3.56M as of Q2 2026.
Expect Equity LLC left its Oshkosh share count unchanged in Q2 2026.
Oshkosh made up 2.29% of Expect Equity LLC's portfolio in Q2 2026, its #10 holding.
Expect Equity LLC first reported a position in Oshkosh in Q4 2024 and has held it in 7 quarters since.
597 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Expect Equity LLC's 13F filing for Q2 2026, filed 14 Aug 2026.