Impact Partnership Wealth
OSK icon

Impact Partnership Wealth’s Oshkosh OSK Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-5,151
Closed -$791K – 519
2026
Q2 		$791K Buy
+5,151
New +$726K 0.08% 173
2026
Q1 		– Sell
-3,901
Closed -$490K – 422
2025
Q4 		$490K Buy
+3,901
New +$502K 0.06% 197
2024
Q2 		– Sell
-3
Closed -$374 – 530
2024
Q1 		$374 Sell
3
-842
-100% -$93.8K ﹤0.01% 666
2023
Q4 		$91.6K Buy
+845
New +$81.7K 0.03% 265

Other funds holding OSK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Impact Partnership Wealth's OSK Position: Q3 2026 in Review

Impact Partnership Wealth sold out of Oshkosh (OSK) in Q3 2026, closing a stake of 5,151 shares — an estimated $791K sold.

Impact Partnership Wealth first reported a position in OSK in Q4 2023 and held it in 4 quarters. The position peaked at $791K in Q2 2026. 353 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

  • Impact Partnership Wealth reported no remaining Oshkosh position as of Q3 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 5,151 Oshkosh shares in Q3 2026, an estimated $791K.
  • Impact Partnership Wealth first reported a position in Oshkosh in Q4 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Oshkosh position peaked at $791K in Q2 2026.
  • 353 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.