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
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 $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

Independent Advisor Alliance's OSK Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Oshkosh (OSK) in Q1 2026: 1,407 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1485 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in OSK as recently as Q1 2019.

Independent Advisor Alliance first reported a position in OSK in Q4 2018 and has held it in 3 quarters since. The position peaked at $268K in Q1 2019. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Independent Advisor Alliance held 1,407 shares of Oshkosh worth $207K as of Q1 2026.
  • Oshkosh was a new Independent Advisor Alliance position in Q1 2026.
  • Oshkosh made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1485 holding.
  • Independent Advisor Alliance first reported a position in Oshkosh in Q4 2018 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Oshkosh position peaked at $268K in Q1 2019.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.