Financial Perspectives’s Oshkosh OSK Stock Holding History

Financial Perspectives’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	$17.3K	Buy	118 +1	+0.9%	+$156	﹤0.01%	461
2025 Q4	$14.8K	Hold	117	–	–	﹤0.01%	480
2025 Q3	$15.2K	Hold	117	–	–	﹤0.01%	465
2025 Q2	$13.2K	Buy	117 +1	+0.9%	+$97	﹤0.01%	475
2025 Q1	$10.9K	Buy	116 +1	+0.9%	+$100	﹤0.01%	490
2024 Q4	$11K	Hold	115	–	–	﹤0.01%	496
2024 Q3	$11.5K	Buy	115 +1	+0.9%	+$104	﹤0.01%	460
2024 Q2	$12.4K	Hold	114	–	–	﹤0.01%	436
2024 Q1	$14.2K	Buy	114 +1	+0.9%	+$111	0.01%	425
2023 Q4	$12.3K	Hold	113	–	–	0.01%	450
2023 Q3	$10.8K	Hold	113	–	–	﹤0.01%	442
2023 Q2	$9.75K	Buy	113 +1	+0.9%	+$79	﹤0.01%	450
2023 Q1	$9.31K	Buy	112 +1	+0.9%	+$91	﹤0.01%	451
2022 Q4	$9.83K	Hold	111	–	–	0.01%	446
2022 Q3	$7.8K	Buy	111 +1	+0.9%	+$81	﹤0.01%	460
2022 Q2	$9.07K	Hold	110	–	–	0.01%	453
2022 Q1	$11.1K	Hold	110	–	–	0.01%	450
2021 Q4	$12.4K	Buy	110 +1	+0.9%	+$109	0.01%	420
2021 Q3	$11.2K	Hold	109	–	–	0.01%	431
2021 Q2	$13.6K	Buy	+109	New	+$13.8K	0.01%	427

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