LWM
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Lodestone Wealth Management’s Oshkosh OSK Stock Holding History

Lodestone Wealth 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
Q2 		$57.9K Buy
377
+2
+0.5% +$282 0.02% 297
2026
Q1 		$55.3K Buy
375
+1
+0.3% +$156 0.02% 282
2025
Q4 		$47K Buy
+374
New +$48.1K 0.02% 302

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

Lodestone Wealth Management's OSK Position: Q2 2026 in Review

Lodestone Wealth Management increased its Oshkosh (OSK) stake by 0.53% in Q2 2026, buying an estimated $282 and bringing the position to 377 shares worth $57.9K. The position accounts for 0.02% of the portfolio, ranked #297.

Lodestone Wealth Management first reported a position in OSK in Q4 2025 and has held it in 3 quarters since. 595 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Lodestone Wealth Management held 377 shares of Oshkosh worth $57.9K as of Q2 2026.
  • Lodestone Wealth Management bought 2 Oshkosh shares in Q2 2026, an estimated $282.
  • Oshkosh made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #297 holding.
  • Lodestone Wealth Management first reported a position in Oshkosh in Q4 2025 and has held it in 3 quarters since.
  • 595 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.