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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return