MWC
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MBM Wealth Consultants’s Oshkosh OSK Stock Holding History

MBM Wealth Consultants’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 		– Sell
-150
Closed -$22.1K – 290
2026
Q1 		$22.1K Buy
+150
New +$23.4K 0.01% 199
2023
Q2 		– Sell
-150
Closed -$12K – 223
2023
Q1 		$12K Hold
150
– – ﹤0.01% 214
2022
Q4 		$13K Hold
150
– – 0.01% 218
2022
Q3 		$11K Buy
+150
New +$12.2K 0.01% 212

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

MBM Wealth Consultants's OSK Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Oshkosh (OSK) in Q2 2026, closing a stake of 150 shares — an estimated $22.1K sold.

MBM Wealth Consultants first reported a position in OSK in Q3 2022 and held it in 4 quarters. The position peaked at $22.1K in Q1 2026. 599 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Oshkosh position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 150 Oshkosh shares in Q2 2026, an estimated $22.1K.
  • MBM Wealth Consultants first reported a position in Oshkosh in Q3 2022 and held it in 4 quarters.
  • MBM Wealth Consultants's Oshkosh position peaked at $22.1K in Q1 2026.
  • 599 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

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