MFG
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
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

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

Merit Financial Group's OSK Position: Q2 2026 in Review

Merit Financial Group increased its Oshkosh (OSK) stake by 44% in Q2 2026, buying an estimated $497K and bringing the position to 11,483 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #807.

Merit Financial Group first reported a position in OSK in Q1 2024 and has held it in 10 quarters since. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Merit Financial Group held 11,483 shares of Oshkosh worth $1.76M as of Q2 2026.
  • Merit Financial Group bought 3,530 Oshkosh shares in Q2 2026, an estimated $497K.
  • Oshkosh made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #807 holding.
  • Merit Financial Group first reported a position in Oshkosh in Q1 2024 and has held it in 10 quarters since.
  • 598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.