IAA
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Independent Advisor Alliance’s Oshkosh OSK Stock Holding History

Independent Advisor Alliance’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
Q2 		$208K Sell
1,356
-51
-4% -$7.19K ﹤0.01% 962
2026
Q1 		$207K Buy
+1,407
New +$219K ﹤0.01% 1485
2019
Q2 		– Sell
-3,569
Closed -$268K – 458
2019
Q1 		$268K Buy
3,569
+1
+0% +$74 0.04% 343
2018
Q4 		$219K Buy
+3,568
New +$229K 0.04% 347

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Advisor Alliance's OSK Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Oshkosh (OSK) stake by 3.6% in Q2 2026, selling an estimated $7.19K and leaving 1,356 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Independent Advisor Alliance first reported a position in OSK in Q4 2018 and has held it in 4 quarters since. The position peaked at $268K in Q1 2019. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Independent Advisor Alliance held 1,356 shares of Oshkosh worth $208K as of Q2 2026.
  • Independent Advisor Alliance sold 51 Oshkosh shares in Q2 2026, an estimated $7.19K.
  • Oshkosh made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #962 holding.
  • Independent Advisor Alliance first reported a position in Oshkosh in Q4 2018 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Oshkosh position peaked at $268K in Q1 2019.
  • 598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.