MA
OSK icon

Montag & Associates’s Oshkosh OSK Stock Holding History

Montag & Associates’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
Q1 		$91.3K Hold
620
– – ﹤0.01% 516
2025
Q4 		$77.9K Buy
620
+582
+1,532% +$74.9K ﹤0.01% 535
2025
Q3 		$4.93K Hold
38
– – ﹤0.01% 827
2025
Q2 		$4.32K Hold
38
– – ﹤0.01% 810
2025
Q1 		$3.58K Sell
38
-3,673
-99% -$368K ﹤0.01% 864
2024
Q4 		$353K Sell
3,711
-701
-16% -$73.4K 0.02% 354
2024
Q3 		$442K Sell
4,412
-17,725
-80% -$1.85M 0.02% 335
2024
Q2 		$2.4M Sell
22,137
-20,390
-48% -$2.36M 0.12% 149
2024
Q1 		$5.3M Buy
42,527
+19,630
+86% +$2.19M 0.27% 90
2023
Q4 		$2.48M Sell
22,897
-1,747
-7% -$169K 0.14% 145
2023
Q3 		$2.35M Buy
24,644
+14,123
+134% +$1.37M 0.15% 138
2023
Q2 		$911K Sell
10,521
-4,118
-28% -$324K 0.06% 222
2023
Q1 		$1.22M Hold
14,639
– – 0.08% 187
2022
Q4 		$1.29M Sell
14,639
-4,918
-25% -$422K 0.09% 181
2022
Q3 		$1.38M Sell
19,557
-648
-3% -$52.7K 0.1% 176
2022
Q2 		$1.66M Sell
20,205
-52,687
-72% -$4.84M 0.11% 161
2022
Q1 		$7.34M Buy
72,892
+953
+1% +$107K 0.39% 68
2021
Q4 		$8.11M Sell
71,939
-34,273
-32% -$3.75M 0.4% 70
2021
Q3 		$10.9M Buy
106,212
+5,339
+5% +$613K 0.58% 41
2021
Q2 		$12.6M Buy
100,873
+23,234
+30% +$2.94M 0.67% 36
2021
Q1 		$9.21M Buy
+77,639
New +$8.04M 0.52% 51
2019
Q3 		– Sell
-16,313
Closed -$1.36M – 309
2019
Q2 		$1.36M Buy
16,313
+4,272
+35% +$336K 0.12% 151
2019
Q1 		$905K Buy
+12,041
New +$890K 0.08% 175

Other funds holding OSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Montag & Associates's OSK Position: Q1 2026 in Review

Montag & Associates held its Oshkosh (OSK) position steady in Q1 2026 at 620 shares worth $91.3K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Montag & Associates first reported a position in OSK in Q1 2019 and has held it in 23 quarters since. The position peaked at $12.6M in Q2 2021. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Montag & Associates held 620 shares of Oshkosh worth $91.3K as of Q1 2026.
  • Montag & Associates left its Oshkosh share count unchanged in Q1 2026.
  • Oshkosh made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #516 holding.
  • Montag & Associates first reported a position in Oshkosh in Q1 2019 and has held it in 23 quarters since.
  • Montag & Associates's Oshkosh position peaked at $12.6M in Q2 2021.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.