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Foundations Investment Advisors’s Oshkosh OSK Stock Holding History

Foundations Investment 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
2025
Q2 		– Sell
-6,347
Closed -$597K – 976
2025
Q1 		$597K Buy
6,347
+3,595
+131% +$360K 0.01% 530
2024
Q4 		$262K Sell
2,752
-152
-5% -$15.9K 0.01% 696
2024
Q3 		$291K Buy
2,904
+737
+34% +$76.8K 0.01% 641
2024
Q2 		$234K Buy
2,167
+414
+24% +$47.9K 0.01% 680
2024
Q1 		$219K Buy
+1,753
New +$195K 0.01% 658

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Foundations Investment Advisors's OSK Position: Q2 2025 in Review

Foundations Investment Advisors sold out of Oshkosh (OSK) in Q2 2025, closing a stake of 6,347 shares — an estimated $597K sold.

Foundations Investment Advisors first reported a position in OSK in Q1 2024 and held it in 5 quarters. The position peaked at $597K in Q1 2025. 490 funds tracked by Wall St. Rank hold OSK as of Q2 2025.

  • Foundations Investment Advisors reported no remaining Oshkosh position as of Q2 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 6,347 Oshkosh shares in Q2 2025, an estimated $597K.
  • Foundations Investment Advisors first reported a position in Oshkosh in Q1 2024 and held it in 5 quarters.
  • Foundations Investment Advisors's Oshkosh position peaked at $597K in Q1 2025.
  • 490 funds tracked by Wall St. Rank held Oshkosh as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.