NorthRock Partners’s Oshkosh OSK Stock Holding History

NorthRock Partners’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	$269K	Hold	1,826	–	–	﹤0.01%	552
2025 Q4	$230K	Sell	1,826 -2,154	-54%	-$277K	﹤0.01%	530
2025 Q3	$516K	Sell	3,980 -34	-0.8%	-$4.51K	0.01%	521
2025 Q2	$456K	Buy	4,014 +1,097	+38%	+$107K	0.01%	425
2025 Q1	$274K	Buy	2,917 +375	+15%	+$37.5K	0.01%	491
2024 Q4	$242K	Sell	2,542 -226	-8%	-$23.7K	0.01%	531
2024 Q3	$277K	Sell	2,768 -545	-16%	-$56.8K	0.01%	521
2024 Q2	$358K	Buy	3,313 +24	+0.7%	+$2.78K	0.01%	427
2024 Q1	$410K	Buy	3,289 +135	+4%	+$15K	0.02%	410
2023 Q4	$342K	Buy	3,154 +164	+5%	+$15.9K	0.01%	428
2023 Q3	$285K	Buy	2,990 +29	+1%	+$2.81K	0.03%	245
2023 Q2	$256K	Buy	2,961 +228	+8%	+$18K	0.03%	242
2023 Q1	$227K	Sell	2,733 -26	-0.9%	-$2.36K	0.02%	285
2022 Q4	$243K	Buy	+2,759	New	+$237K	0.03%	297
2022 Q3	–	Sell	-2,755	Closed	-$226K	–	324
2022 Q2	$226K	Buy	2,755 +295	+12%	+$27.1K	0.02%	272
2022 Q1	$248K	Buy	+2,460	New	+$276K	0.02%	277

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