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Forum Financial Management’s Oshkosh OSK Stock Holding History

Forum Financial Management’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 		– Sell
-2,804
Closed -$352K – 785
2025
Q4 		$352K Hold
2,804
– – ﹤0.01% 662
2025
Q3 		$364K Buy
2,804
+316
+13% +$41.9K 0.01% 629
2025
Q2 		$282K Hold
2,488
– – ﹤0.01% 704
2025
Q1 		$234K Hold
2,488
– – ﹤0.01% 733
2024
Q4 		$237K Buy
+2,488
New +$261K ﹤0.01% 760
2024
Q2 		– Sell
-1,763
Closed -$220K – 755
2024
Q1 		$220K Buy
+1,763
New +$196K ﹤0.01% 655

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's OSK Position: Q1 2026 in Review

Forum Financial Management sold out of Oshkosh (OSK) in Q1 2026, closing a stake of 2,804 shares — an estimated $352K sold.

Forum Financial Management first reported a position in OSK in Q1 2024 and held it in 6 quarters. The position peaked at $364K in Q3 2025. 591 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Forum Financial Management reported no remaining Oshkosh position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,804 Oshkosh shares in Q1 2026, an estimated $352K.
  • Forum Financial Management first reported a position in Oshkosh in Q1 2024 and held it in 6 quarters.
  • Forum Financial Management's Oshkosh position peaked at $364K in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.