Farther Finance Advisors’s Oshkosh OSK Stock Holding History

Farther Finance 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 Q1	$120K	Buy	803 +147	+22%	+$22.9K	﹤0.01%	2379
2025 Q4	$82.4K	Sell	656 -243	-27%	-$31.3K	﹤0.01%	2468
2025 Q3	$117K	Buy	899 +306	+52%	+$40.6K	﹤0.01%	1942
2025 Q2	$67.4K	Buy	593 +106	+22%	+$10.3K	﹤0.01%	1981
2025 Q1	$45.7K	Sell	487 -14	-3%	-$1.4K	﹤0.01%	1942
2024 Q4	$47.6K	Buy	501 +329	+191%	+$34.5K	﹤0.01%	1683
2024 Q3	$17.2K	Sell	172 -154	-47%	-$16K	﹤0.01%	2149
2024 Q2	$34.4K	Buy	326 +189	+138%	+$21.9K	﹤0.01%	1560
2024 Q1	$16.9K	Buy	137 +15	+12%	+$1.67K	﹤0.01%	1550
2023 Q4	$13.2K	Buy	122 +74	+154%	+$7.16K	﹤0.01%	1485
2023 Q3	$4.6K	Sell	48 -72	-60%	-$6.98K	﹤0.01%	1542
2023 Q2	$10.4K	Buy	120 +24	+25%	+$1.89K	﹤0.01%	1180
2023 Q1	$7.99K	Buy	96 +90	+1,500%	+$8.17K	﹤0.01%	1192
2022 Q4	$529	Buy	+6	New	+$515	﹤0.01%	1822

Other funds holding OSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

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

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

Fidelity Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return