Jones Financial Companies

Jones Financial Companies’s Oshkosh OSK Stock Holding History

Jones Financial Companies’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	$836K	Buy	5,956 +1,556	+35%	+$243K	﹤0.01%	1797
2025 Q4	$553K	Buy	4,400 +347	+9%	+$44.6K	﹤0.01%	1479
2025 Q3	$527K	Buy	4,053 +866	+27%	+$115K	﹤0.01%	1375
2025 Q2	$362K	Buy	3,187 +1,396	+78%	+$136K	﹤0.01%	1406
2025 Q1	$169K	Buy	1,791 +509	+40%	+$50.9K	﹤0.01%	1557
2024 Q4	$122K	Buy	1,282 +898	+234%	+$94K	﹤0.01%	1553
2024 Q3	$38.5K	Buy	384 +304	+380%	+$31.7K	﹤0.01%	1733
2024 Q2	$8.61K	Buy	+80	New	+$9.25K	﹤0.01%	1802
2023 Q1	–	Sell	-142	Closed	-$13K	–	713
2022 Q4	$13K	Buy	142 +94	+196%	+$8.07K	﹤0.01%	458
2022 Q3	$3K	Sell	48 -216	-82%	-$17.6K	﹤0.01%	498
2022 Q2	$22K	Buy	264 +200	+313%	+$18.4K	﹤0.01%	396
2022 Q1	$6K	Sell	64 -54	-46%	-$6.07K	﹤0.01%	565
2021 Q4	$13K	Buy	118 +64	+119%	+$6.99K	﹤0.01%	521
2021 Q3	$6K	Hold	54	–	–	﹤0.01%	564
2021 Q2	$7K	Sell	54 -25	-32%	-$3.16K	﹤0.01%	525
2021 Q1	$9K	Buy	79 +28	+55%	+$2.9K	﹤0.01%	547
2020 Q4	$4K	Buy	+51	New	+$4.06K	﹤0.01%	529

Other funds holding OSK

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return