NewEdge Advisors’s Oshkosh OSK Stock Holding History

NewEdge 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 Q1	$299K	Buy	2,033 +36	+2%	+$5.61K	﹤0.01%	2342
2025 Q4	$251K	Sell	1,997 -14	-0.7%	-$1.8K	﹤0.01%	2440
2025 Q3	$261K	Buy	2,011 +50	+3%	+$6.63K	﹤0.01%	2260
2025 Q2	$223K	Buy	1,961 +1,811	+1,207%	+$176K	﹤0.01%	2174
2025 Q1	$14.1K	Hold	150	–	–	﹤0.01%	2976
2024 Q4	$14.3K	Sell	150 -150	-50%	-$15.7K	﹤0.01%	2908
2024 Q3	$30.1K	Hold	300	–	–	﹤0.01%	2594
2024 Q2	$32.5K	Buy	300 +91	+44%	+$10.5K	﹤0.01%	2478
2024 Q1	$26.1K	Sell	209 -335	-62%	-$37.3K	﹤0.01%	2530
2023 Q4	$59K	Sell	544 -761	-58%	-$73.6K	﹤0.01%	2180
2023 Q3	$125K	Buy	1,305 +1,158	+788%	+$112K	﹤0.01%	1768
2023 Q2	$12.7K	Hold	147	–	–	﹤0.01%	2535
2023 Q1	$12.2K	Sell	147 -254	-63%	-$23K	﹤0.01%	2508
2022 Q4	$22.4K	Buy	+401	New	+$34.4K	﹤0.01%	2086
2021 Q3	–	Sell	-6,075	Closed	-$757K	–	1197
2021 Q2	$757K	Sell	6,075 -8,504	-58%	-$1.08M	0.02%	601
2021 Q1	$1.73M	Buy	14,579 +5,325	+58%	+$552K	0.05%	316
2020 Q4	$796K	Buy	+9,254	New	+$736K	0.03%	475

Other funds holding OSK

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return