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
Q3 		$458K Buy
3,556
+786
+28% +$116K ﹤0.01% 1523
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

Lido Advisors's OSK Position: Q3 2026 in Review

Lido Advisors increased its Oshkosh (OSK) stake by 28% in Q3 2026, buying an estimated $116K and bringing the position to 3,556 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Lido Advisors first reported a position in OSK in Q4 2023 and has held it in 6 quarters since. The position peaked at $543K in Q1 2024. 293 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

  • Lido Advisors held 3,556 shares of Oshkosh worth $458K as of Q3 2026.
  • Lido Advisors bought 786 Oshkosh shares in Q3 2026, an estimated $116K.
  • Oshkosh made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1523 holding.
  • Lido Advisors first reported a position in Oshkosh in Q4 2023 and has held it in 6 quarters since.
  • Lido Advisors's Oshkosh position peaked at $543K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.