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OSK icon

LRI Investments’s Oshkosh OSK Stock Holding History

LRI Investments’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 		$168K Sell
1,097
-131
-11% -$18.5K 0.01% 362
2026
Q1 		$181K Sell
1,228
-33
-3% -$5.14K 0.02% 298
2025
Q4 		$158K Hold
1,261
– – 0.01% 332
2025
Q3 		$164K Hold
1,261
– – 0.01% 326
2025
Q2 		$143K Buy
1,261
+43
+4% +$4.18K 0.01% 354
2025
Q1 		$115K Sell
1,218
-532
-30% -$53.2K 0.01% 391
2024
Q4 		$166K Buy
1,750
+501
+40% +$52.5K 0.02% 309
2024
Q3 		$139K Sell
1,249
-423
-25% -$44.1K 0.01% 348
2024
Q2 		$181K Buy
1,672
+1,660
+13,833% +$192K 0.02% 272
2024
Q1 		$1.5K Buy
+12
New +$1.34K ﹤0.01% 772

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

LRI Investments's OSK Position: Q2 2026 in Review

LRI Investments reduced its Oshkosh (OSK) stake by 11% in Q2 2026, selling an estimated $18.5K and leaving 1,097 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #362.

LRI Investments first reported a position in OSK in Q1 2024 and has held it in 10 quarters since. The position peaked at $181K in Q2 2024. 599 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • LRI Investments held 1,097 shares of Oshkosh worth $168K as of Q2 2026.
  • LRI Investments sold 131 Oshkosh shares in Q2 2026, an estimated $18.5K.
  • Oshkosh made up 0.01% of LRI Investments's portfolio in Q2 2026, its #362 holding.
  • LRI Investments first reported a position in Oshkosh in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Oshkosh position peaked at $181K in Q2 2024.
  • 599 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.