Heck Capital Advisors’s Oshkosh OSK Stock Holding History

Heck Capital 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 Q1	–	Sell	-1,200	Closed	-$114K	–	618
2024 Q4	$114K	Buy	+1,200	New	+$126K	﹤0.01%	292

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Heck Capital Advisors's OSK Position: Q1 2025 in Review

Heck Capital Advisors sold out of Oshkosh (OSK) in Q1 2025, closing a stake of 1,200 shares — an estimated $114K sold.

Heck Capital Advisors first reported a position in OSK in Q4 2024 and held it in 1 quarter. The position peaked at $114K in Q4 2024. 503 funds tracked by Wall St. Rank hold OSK as of Q1 2025.

Heck Capital Advisors reported no remaining Oshkosh position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 1,200 Oshkosh shares in Q1 2025, an estimated $114K.
Heck Capital Advisors first reported a position in Oshkosh in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Oshkosh position peaked at $114K in Q4 2024.
503 funds tracked by Wall St. Rank held Oshkosh as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.