Optimize Financial’s Oshkosh OSK Stock Holding History

Optimize Financial’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
2025 Q3	–	Sell	-2,270	Closed	-$258K	–	401
2025 Q2	$258K	Sell	2,270 -16	-0.7%	-$1.55K	0.16%	175
2025 Q1	$215K	Buy	+2,286	New	+$229K	0.16%	184

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Optimize Financial's OSK Position: Q3 2025 in Review

Optimize Financial sold out of Oshkosh (OSK) in Q3 2025, closing a stake of 2,270 shares — an estimated $258K sold.

Optimize Financial first reported a position in OSK in Q1 2025 and held it in 2 quarters. The position peaked at $258K in Q2 2025. 572 funds tracked by Wall St. Rank hold OSK as of Q3 2025.

Optimize Financial reported no remaining Oshkosh position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 2,270 Oshkosh shares in Q3 2025, an estimated $258K.
Optimize Financial first reported a position in Oshkosh in Q1 2025 and held it in 2 quarters.
Optimize Financial's Oshkosh position peaked at $258K in Q2 2025.
572 funds tracked by Wall St. Rank held Oshkosh as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.