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GW Henssler & Associates’s Oshkosh OSK Stock Holding History

GW Henssler & Associates’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 		$16.2M Sell
110,382
-2,814
-2% -$439K 0.77% 52
2025
Q4 		$14.2M Sell
113,196
-6,369
-5% -$819K 0.68% 63
2025
Q3 		$15.5M Sell
119,565
-2,430
-2% -$322K 0.77% 55
2025
Q2 		$13.9M Buy
+121,995
New +$11.8M 0.74% 59

Other funds holding OSK

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
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 $1.02T AUM 30.18% 1-Year Est. Return

GW Henssler & Associates's OSK Position: Q1 2026 in Review

GW Henssler & Associates reduced its Oshkosh (OSK) stake by 2.5% in Q1 2026, selling an estimated $439K and leaving 110,382 shares worth $16.2M. The position accounts for 0.77% of the portfolio, ranked #52.

GW Henssler & Associates first reported a position in OSK in Q2 2025 and has held it in 4 quarters since. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • GW Henssler & Associates held 110,382 shares of Oshkosh worth $16.2M as of Q1 2026.
  • GW Henssler & Associates sold 2,814 Oshkosh shares in Q1 2026, an estimated $439K.
  • Oshkosh made up 0.77% of GW Henssler & Associates's portfolio in Q1 2026, its #52 holding.
  • GW Henssler & Associates first reported a position in Oshkosh in Q2 2025 and has held it in 4 quarters since.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.