Kovitz Investment Group Partners
OSK icon

Kovitz Investment Group Partners’s Oshkosh OSK Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-1,695
Closed -$220K – 1053
2025
Q3 		$220K Sell
1,695
-324
-16% -$43K ﹤0.01% 1312
2025
Q2 		$229K Sell
2,019
-492
-20% -$47.8K ﹤0.01% 1237
2025
Q1 		$236K Sell
2,511
-33
-1% -$3.3K ﹤0.01% 1127
2024
Q4 		$242K Sell
2,544
-492
-16% -$51.5K ﹤0.01% 1107
2024
Q3 		$280K Sell
3,036
-73
-2% -$7.61K ﹤0.01% 889
2024
Q2 		$336K Sell
3,109
-2,922
-48% -$338K ﹤0.01% 716
2024
Q1 		$752K Buy
+6,031
New +$672K 0.01% 452

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kovitz Investment Group Partners's OSK Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Oshkosh (OSK) in Q4 2025, closing a stake of 1,695 shares — an estimated $220K sold.

Kovitz Investment Group Partners first reported a position in OSK in Q1 2024 and held it in 7 quarters. The position peaked at $752K in Q1 2024. 560 funds tracked by Wall St. Rank hold OSK as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Oshkosh position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,695 Oshkosh shares in Q4 2025, an estimated $220K.
  • Kovitz Investment Group Partners first reported a position in Oshkosh in Q1 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Oshkosh position peaked at $752K in Q1 2024.
  • 560 funds tracked by Wall St. Rank held Oshkosh as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.