Nicholas Hoffman & Company’s Oshkosh OSK Stock Holding History

Nicholas Hoffman & Company’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	$977K	Sell	6,636 -26	-0.4%	-$4.05K	0.02%	158
2025 Q4	$837K	Sell	6,662 -156	-2%	-$20.1K	0.02%	168
2025 Q3	$884K	Sell	6,818 -37	-0.5%	-$4.91K	0.02%	156
2025 Q2	$778K	Hold	6,855	–	–	0.02%	165
2025 Q1	$645K	Hold	6,855	–	–	0.02%	166
2024 Q4	$652K	Hold	6,855	–	–	0.03%	162
2024 Q3	$687K	Sell	6,855 -85	-1%	-$8.86K	0.03%	163
2024 Q2	$751K	Sell	6,940 -100	-1%	-$11.6K	0.04%	146
2024 Q1	$878K	Sell	7,040 -230	-3%	-$25.6K	0.04%	130
2023 Q4	$788K	Sell	7,270 -705	-9%	-$68.2K	0.05%	138
2023 Q3	$761K	Sell	7,975 -65	-0.8%	-$6.3K	0.06%	134
2023 Q2	$696K	Sell	8,040 -10	-0.1%	-$788	0.03%	142
2023 Q1	$670K	Hold	8,050	–	–	0.06%	141
2022 Q4	$710K	Hold	8,050	–	–	0.08%	135
2022 Q3	$566K	Buy	8,050 +285	+4%	+$23.2K	0.03%	145
2022 Q2	$638K	Buy	+7,765	New	+$713K	0.03%	137

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