KAS
OSK icon

Kestra Advisory Services’s Oshkosh OSK Stock Holding History

Kestra Advisory Services’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 		$282K Buy
1,918
+355
+23% +$55.3K ﹤0.01% 2689
2025
Q4 		$196K Buy
1,563
+13
+0.8% +$1.67K ﹤0.01% 2902
2025
Q3 		$201K Buy
+1,550
New +$206K ﹤0.01% 2745
2024
Q2 		– Sell
-5,206
Closed -$649K – 2666
2024
Q1 		$649K Buy
+5,206
New +$580K ﹤0.01% 1498
2023
Q1 		– Sell
-3,736
Closed -$329K – 2248
2022
Q4 		$329K Sell
3,736
-289
-7% -$24.8K ﹤0.01% 1669
2022
Q3 		$283K Sell
4,025
-271
-6% -$22K ﹤0.01% 1629
2022
Q2 		$353K Buy
4,296
+2,257
+111% +$207K ﹤0.01% 1523
2022
Q1 		$205K Sell
2,039
-378
-16% -$42.5K ﹤0.01% 1839
2021
Q4 		$272K Buy
2,417
+21
+0.9% +$2.29K ﹤0.01% 1657
2021
Q3 		$245K Buy
2,396
+235
+11% +$27K ﹤0.01% 1834
2021
Q2 		$269K Buy
2,161
+36
+2% +$4.55K ﹤0.01% 1639
2021
Q1 		$252K Buy
+2,125
New +$220K ﹤0.01% 1572

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

Kestra Advisory Services's OSK Position: Q1 2026 in Review

Kestra Advisory Services increased its Oshkosh (OSK) stake by 23% in Q1 2026, buying an estimated $55.3K and bringing the position to 1,918 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

Kestra Advisory Services first reported a position in OSK in Q1 2021 and has held it in 12 quarters since. The position peaked at $649K in Q1 2024. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Kestra Advisory Services held 1,918 shares of Oshkosh worth $282K as of Q1 2026.
  • Kestra Advisory Services bought 355 Oshkosh shares in Q1 2026, an estimated $55.3K.
  • Oshkosh made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2689 holding.
  • Kestra Advisory Services first reported a position in Oshkosh in Q1 2021 and has held it in 12 quarters since.
  • Kestra Advisory Services's Oshkosh position peaked at $649K in Q1 2024.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.