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GeoWealth Management’s Oshkosh OSK Stock Holding History

GeoWealth 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
Q2 		$224K Buy
+1,460
New +$206K 0.01% 748
2025
Q3 		– Sell
-699
Closed -$79.4K – 1080
2025
Q2 		$79.4K Sell
699
-92
-12% -$8.93K ﹤0.01% 861
2025
Q1 		$74.4K Sell
791
-2,238
-74% -$224K ﹤0.01% 840
2024
Q4 		$288K Buy
3,029
+2,309
+321% +$242K 0.01% 639
2024
Q3 		$72.2K Buy
+720
New +$75K ﹤0.01% 967

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GeoWealth Management's OSK Position: Q2 2026 in Review

GeoWealth Management opened a new position in Oshkosh (OSK) in Q2 2026: 1,460 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in OSK as recently as Q2 2025.

GeoWealth Management first reported a position in OSK in Q3 2024 and has held it in 5 quarters since. The position peaked at $288K in Q4 2024. 599 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • GeoWealth Management held 1,460 shares of Oshkosh worth $224K as of Q2 2026.
  • Oshkosh was a new GeoWealth Management position in Q2 2026.
  • Oshkosh made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #748 holding.
  • GeoWealth Management first reported a position in Oshkosh in Q3 2024 and has held it in 5 quarters since.
  • GeoWealth Management's Oshkosh position peaked at $288K in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.