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Kestra Investment Management’s Oshkosh OSK Stock Holding History

Kestra Investment Management’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 		– Sell
-1,804
Closed -$227K – 495
2025
Q4 		$227K Sell
1,804
-1
-0.1% -$129 0.01% 402
2025
Q3 		$234K Sell
1,805
-1,092
-38% -$145K 0.01% 394
2025
Q2 		$307K Buy
2,897
+1,794
+163% +$174K ﹤0.01% 435
2025
Q1 		$104K Buy
+1,103
New +$110K ﹤0.01% 422

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kestra Investment Management's OSK Position: Q1 2026 in Review

Kestra Investment Management sold out of Oshkosh (OSK) in Q1 2026, closing a stake of 1,804 shares — an estimated $227K sold.

Kestra Investment Management first reported a position in OSK in Q1 2025 and held it in 4 quarters. The position peaked at $307K in Q2 2025. 589 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Kestra Investment Management reported no remaining Oshkosh position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 1,804 Oshkosh shares in Q1 2026, an estimated $227K.
  • Kestra Investment Management first reported a position in Oshkosh in Q1 2025 and held it in 4 quarters.
  • Kestra Investment Management's Oshkosh position peaked at $307K in Q2 2025.
  • 589 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.