Lido Advisors
OSK icon

Lido Advisors’s Oshkosh OSK Stock Holding History

Lido Advisors’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
Q2 		$425K Buy
+2,770
New +$390K ﹤0.01% 1570
2024
Q4 		– Sell
-5,231
Closed -$524K – 1572
2024
Q3 		$524K Buy
5,231
+641
+14% +$66.8K ﹤0.01% 940
2024
Q2 		$497K Buy
4,590
+235
+5% +$27.2K ﹤0.01% 930
2024
Q1 		$543K Sell
4,355
-183
-4% -$20.4K ﹤0.01% 875
2023
Q4 		$492K Buy
+4,538
New +$439K ﹤0.01% 868

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lido Advisors's OSK Position: Q2 2026 in Review

Lido Advisors opened a new position in Oshkosh (OSK) in Q2 2026: 2,770 shares worth $425K. The stake represents ﹤0.01% of the portfolio and ranks #1570 among its holdings. This is a return to the name: Lido Advisors previously reported a position in OSK as recently as Q3 2024.

Lido Advisors first reported a position in OSK in Q4 2023 and has held it in 5 quarters since. The position peaked at $543K in Q1 2024. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Lido Advisors held 2,770 shares of Oshkosh worth $425K as of Q2 2026.
  • Oshkosh was a new Lido Advisors position in Q2 2026.
  • Oshkosh made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1570 holding.
  • Lido Advisors first reported a position in Oshkosh in Q4 2023 and has held it in 5 quarters since.
  • Lido Advisors's Oshkosh position peaked at $543K in Q1 2024.
  • 598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.