NWWA
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New Wave Wealth Advisors’s Oshkosh OSK Stock Holding History

New Wave Wealth Advisors’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 		$408K Buy
2,661
+721
+37% +$102K 0.11% 153
2026
Q1 		$286K Buy
1,940
+16
+0.8% +$2.49K 0.1% 148
2025
Q4 		$242K Buy
1,924
+106
+6% +$13.6K 0.09% 163
2025
Q3 		$236K Buy
+1,818
New +$241K 0.09% 153
2025
Q1 		– Sell
-1,884
Closed -$179K – 509
2024
Q4 		$179K Buy
+1,884
New +$197K 0.07% 145
2024
Q3 		– Sell
-1,999
Closed -$216K – 161
2024
Q2 		$216K Buy
+1,999
New +$231K 0.12% 129

Other funds holding OSK

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New Wave Wealth Advisors's OSK Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Oshkosh (OSK) stake by 37% in Q2 2026, buying an estimated $102K and bringing the position to 2,661 shares worth $408K. The position accounts for 0.11% of the portfolio, ranked #153.

New Wave Wealth Advisors first reported a position in OSK in Q2 2024 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • New Wave Wealth Advisors held 2,661 shares of Oshkosh worth $408K as of Q2 2026.
  • New Wave Wealth Advisors bought 721 Oshkosh shares in Q2 2026, an estimated $102K.
  • Oshkosh made up 0.11% of New Wave Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • New Wave Wealth Advisors first reported a position in Oshkosh in Q2 2024 and has held it in 6 quarters since.
  • 171 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.