FFM
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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 $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
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 $653B AUM 32.41% 1-Year Est. Return