IWC
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Integrated Wealth Concepts’s Oshkosh OSK Stock Holding History

Integrated Wealth Concepts’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 		$5.42M Buy
35,284
+10,074
+40% +$1.42M 0.04% 448
2026
Q1 		$3.71M Buy
+25,210
New +$3.93M 0.03% 522
2025
Q4 		– Sell
-2,081
Closed -$270K – 1923
2025
Q3 		$270K Sell
2,081
-294
-12% -$39K ﹤0.01% 1688
2025
Q2 		$270K Buy
+2,375
New +$231K ﹤0.01% 1609
2025
Q1 		– Sell
-4,249
Closed -$404K – 1816
2024
Q4 		$404K Sell
4,249
-722
-15% -$75.6K ﹤0.01% 1223
2024
Q3 		$498K Buy
+4,971
New +$518K 0.01% 1084

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

Integrated Wealth Concepts's OSK Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Oshkosh (OSK) stake by 40% in Q2 2026, buying an estimated $1.42M and bringing the position to 35,284 shares worth $5.42M. The position accounts for 0.04% of the portfolio, ranked #448.

Integrated Wealth Concepts first reported a position in OSK in Q3 2024 and has held it in 6 quarters since. 599 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Integrated Wealth Concepts held 35,284 shares of Oshkosh worth $5.42M as of Q2 2026.
  • Integrated Wealth Concepts bought 10,074 Oshkosh shares in Q2 2026, an estimated $1.42M.
  • Oshkosh made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #448 holding.
  • Integrated Wealth Concepts first reported a position in Oshkosh in Q3 2024 and has held it in 6 quarters since.
  • 599 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.