IFG Advisory’s Oshkosh OSK Stock Holding History

IFG Advisory’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	–	Sell	-48,083	Closed	-$6.04M	–	718
2025 Q4	$6.04M	Buy	48,083 +2,199	+5%	+$283K	0.26%	100
2025 Q3	$5.95M	Buy	45,884 +2,881	+7%	+$382K	0.27%	97
2025 Q2	$4.88M	Buy	43,003 +24	+0.1%	+$2.33K	0.25%	107
2025 Q1	$4.04M	Buy	42,979 +91	+0.2%	+$9.11K	0.22%	121
2024 Q4	$4.08M	Sell	42,888 -492	-1%	-$51.5K	0.23%	114
2024 Q3	$4.35M	Sell	43,380 -739	-2%	-$77K	0.28%	105
2024 Q2	$4.77M	Sell	44,119 -56	-0.1%	-$6.48K	0.31%	81
2024 Q1	$5.51M	Sell	44,175 -3	-0%	-$334	0.41%	63
2023 Q4	$4.79M	Buy	44,178 +10,849	+33%	+$1.05M	0.35%	75
2023 Q3	$3.18M	Sell	33,329 -40	-0.1%	-$3.88K	0.27%	97
2023 Q2	$2.89M	Buy	33,369 +19,659	+143%	+$1.55M	0.26%	115
2023 Q1	$1.14M	Buy	13,710 +336	+3%	+$30.5K	0.11%	202
2022 Q4	$1.18M	Buy	13,374 +2,242	+20%	+$192K	0.12%	190
2022 Q3	$782K	Sell	11,132 -90	-0.8%	-$7.32K	0.07%	247
2022 Q2	$921K	Buy	+11,222	New	+$1.03M	0.1%	199

Other funds holding OSK

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return