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SACKS & ASSOCIATES, LLC’s Oshkosh OSK Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$299K Buy
2,102
+2
+0.1% +$282 0.2% 70
2026
Q1 		$309K Buy
2,100
+2
+0.1% +$312 0.23% 66
2025
Q4 		$264K Buy
+2,098
New +$270K 0.19% 70

Other funds holding OSK

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's OSK Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its Oshkosh (OSK) stake by 0.1% in Q2 2026, buying an estimated $282 and bringing the position to 2,102 shares worth $299K. The position accounts for 0.2% of the portfolio, ranked #70.

SACKS & ASSOCIATES, LLC first reported a position in OSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $309K in Q1 2026. 271 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 2,102 shares of Oshkosh worth $299K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 2 Oshkosh shares in Q2 2026, an estimated $282.
  • Oshkosh made up 0.2% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #70 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Oshkosh in Q4 2025 and has held it in 3 quarters since.
  • SACKS & ASSOCIATES, LLC's Oshkosh position peaked at $309K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.