Merit Financial Group
OSK icon

Merit Financial Group’s Oshkosh OSK Stock Holding History

Merit Financial Group’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 		$2.06M Buy
15,972
+4,489
+39% +$663K 0.01% 787
2026
Q2 		$1.76M Buy
11,483
+3,530
+44% +$497K 0.01% 807
2026
Q1 		$1.17M Buy
7,953
+279
+4% +$43.5K 0.01% 910
2025
Q4 		$964K Sell
7,674
-203
-3% -$26.1K 0.01% 970
2025
Q3 		$1.02M Sell
7,877
-1,640
-17% -$218K 0.01% 859
2025
Q2 		$1.08M Sell
9,517
-3,528
-27% -$343K 0.01% 749
2025
Q1 		$1.23M Buy
13,045
+9,005
+223% +$901K 0.02% 583
2024
Q4 		$384K Buy
4,040
+259
+7% +$27.1K 0.01% 825
2024
Q3 		$379K Sell
3,781
-719
-16% -$74.9K 0.01% 624
2024
Q2 		$487K Sell
4,500
-87
-2% -$10.1K 0.01% 583
2024
Q1 		$525K Buy
+4,587
New +$511K 0.01% 562

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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Merit Financial Group's OSK Position: Q3 2026 in Review

Merit Financial Group increased its Oshkosh (OSK) stake by 39% in Q3 2026, buying an estimated $663K and bringing the position to 15,972 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #787.

Merit Financial Group first reported a position in OSK in Q1 2024 and has held it in 11 quarters since. 416 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

  • Merit Financial Group held 15,972 shares of Oshkosh worth $2.06M as of Q3 2026.
  • Merit Financial Group bought 4,489 Oshkosh shares in Q3 2026, an estimated $663K.
  • Oshkosh made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #787 holding.
  • Merit Financial Group first reported a position in Oshkosh in Q1 2024 and has held it in 11 quarters since.
  • 416 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.