JWA
OSK icon

JFS Wealth Advisors’s Oshkosh OSK Stock Holding History

JFS Wealth Advisors’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 		$7.37K Buy
48
+3
+7% +$423 ﹤0.01% 1139
2026
Q1 		$6.63K Buy
45
+1
+2% +$156 ﹤0.01% 1099
2025
Q4 		$5.53K Buy
44
+35
+389% +$4.5K ﹤0.01% 1199
2025
Q3 		$1.17K Hold
9
– – ﹤0.01% 1587
2025
Q2 		$1.02K Sell
9
-44
-83% -$4.27K ﹤0.01% 1565
2025
Q1 		$4.99K Hold
53
– – ﹤0.01% 1132
2024
Q4 		$5.04K Hold
53
– – ﹤0.01% 1125
2024
Q3 		$5.31K Buy
53
+2
+4% +$208 ﹤0.01% 1098
2024
Q2 		$5.52K Hold
51
– – ﹤0.01% 1023
2024
Q1 		$6.36K Hold
51
– – ﹤0.01% 1010
2023
Q4 		$5.53K Sell
51
-11
-18% -$1.06K ﹤0.01% 1013
2023
Q3 		$5.92K Buy
62
+13
+27% +$1.26K ﹤0.01% 921
2023
Q2 		$4.24K Buy
49
+3
+7% +$236 ﹤0.01% 1076
2023
Q1 		$3.83K Sell
46
-11
-19% -$998 ﹤0.01% 1104
2022
Q4 		$5.03K Sell
57
-1
-2% -$86 ﹤0.01% 991
2022
Q3 		$4K Buy
58
+44
+314% +$3.58K ﹤0.01% 1091
2022
Q2 		$1K Sell
14
-23
-62% -$2.11K ﹤0.01% 1605
2022
Q1 		$4K Buy
37
+12
+48% +$1.35K ﹤0.01% 1161
2021
Q4 		$3K Sell
25
-399
-94% -$43.6K ﹤0.01% 971
2021
Q3 		$43K Buy
+424
New +$48.7K ﹤0.01% 441

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

JFS Wealth Advisors's OSK Position: Q2 2026 in Review

JFS Wealth Advisors increased its Oshkosh (OSK) stake by 6.7% in Q2 2026, buying an estimated $423 and bringing the position to 48 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

JFS Wealth Advisors first reported a position in OSK in Q3 2021 and has held it in 20 quarters since. The position peaked at $43K in Q3 2021. 597 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • JFS Wealth Advisors held 48 shares of Oshkosh worth $7.37K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Oshkosh shares in Q2 2026, an estimated $423.
  • Oshkosh made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1139 holding.
  • JFS Wealth Advisors first reported a position in Oshkosh in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Oshkosh position peaked at $43K in Q3 2021.
  • 597 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.