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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
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

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

GeoWealth Management's OSK Position: Q3 2025 in Review

GeoWealth Management sold out of Oshkosh (OSK) in Q3 2025, closing a stake of 699 shares — an estimated $79.4K sold.

GeoWealth Management first reported a position in OSK in Q3 2024 and held it in 4 quarters. The position peaked at $288K in Q4 2024. 572 funds tracked by Wall St. Rank hold OSK as of Q3 2025.

  • GeoWealth Management reported no remaining Oshkosh position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 699 Oshkosh shares in Q3 2025, an estimated $79.4K.
  • GeoWealth Management first reported a position in Oshkosh in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Oshkosh position peaked at $288K in Q4 2024.
  • 572 funds tracked by Wall St. Rank held Oshkosh as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.