Level Four Advisory Services’s Oshkosh OSK Stock Holding History

Level Four 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
2025 Q4	–	Sell	-2,373	Closed	-$308K	–	868
2025 Q3	$308K	Buy	+2,373	New	+$315K	0.01%	662
2021 Q2	–	Sell	-2,265	Closed	-$269K	–	667
2021 Q1	$269K	Buy	+2,265	New	+$235K	0.02%	528

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Level Four Advisory Services's OSK Position: Q4 2025 in Review

Level Four Advisory Services sold out of Oshkosh (OSK) in Q4 2025, closing a stake of 2,373 shares — an estimated $308K sold.

Level Four Advisory Services first reported a position in OSK in Q1 2021 and held it in 2 quarters. The position peaked at $308K in Q3 2025. 560 funds tracked by Wall St. Rank hold OSK as of Q4 2025.

Level Four Advisory Services reported no remaining Oshkosh position as of Q4 2025 after selling out during the quarter.
Level Four Advisory Services sold 2,373 Oshkosh shares in Q4 2025, an estimated $308K.
Level Four Advisory Services first reported a position in Oshkosh in Q1 2021 and held it in 2 quarters.
Level Four Advisory Services's Oshkosh position peaked at $308K in Q3 2025.
560 funds tracked by Wall St. Rank held Oshkosh as of Q4 2025.

Based on Level Four Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.