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Fortress Financial Group’s Oshkosh OSK Stock Holding History

Fortress Financial Group’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 		$325K Buy
2,207
+7
+0.3% +$1.09K 0.24% 58
2025
Q4 		$276K Buy
2,200
+9
+0.4% +$1.16K 0.2% 66
2025
Q3 		$284K Buy
2,191
+8
+0.4% +$1.06K 0.22% 65
2025
Q2 		$248K Buy
2,183
+10
+0.5% +$971 0.21% 62
2025
Q1 		$204K Buy
2,173
+11
+0.5% +$1.1K 0.2% 68
2024
Q4 		$206K Buy
+2,162
New +$226K 0.2% 65

Other funds holding OSK

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fortress Financial Group's OSK Position: Q1 2026 in Review

Fortress Financial Group increased its Oshkosh (OSK) stake by 0.32% in Q1 2026, buying an estimated $1.09K and bringing the position to 2,207 shares worth $325K. The position accounts for 0.24% of the portfolio, ranked #58.

Fortress Financial Group first reported a position in OSK in Q4 2024 and has held it in 6 quarters since. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Fortress Financial Group held 2,207 shares of Oshkosh worth $325K as of Q1 2026.
  • Fortress Financial Group bought 7 Oshkosh shares in Q1 2026, an estimated $1.09K.
  • Oshkosh made up 0.24% of Fortress Financial Group's portfolio in Q1 2026, its #58 holding.
  • Fortress Financial Group first reported a position in Oshkosh in Q4 2024 and has held it in 6 quarters since.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.