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Perigon Wealth Management’s Oshkosh OSK Stock Holding History

Perigon Wealth Management’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 		$210K Sell
1,366
-60
-4% -$8.45K ﹤0.01% 1348
2026
Q1 		$210K Buy
+1,426
New +$222K ﹤0.01% 1198
2024
Q2 		– Sell
-1,821
Closed -$227K – 905
2024
Q1 		$227K Buy
+1,821
New +$203K 0.01% 768
2017
Q2 		– Sell
-104
Closed -$7K – 613
2017
Q1 		$7K Buy
+104
New +$7.15K ﹤0.01% 555

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Perigon Wealth Management's OSK Position: Q2 2026 in Review

Perigon Wealth Management reduced its Oshkosh (OSK) stake by 4.2% in Q2 2026, selling an estimated $8.45K and leaving 1,366 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Perigon Wealth Management first reported a position in OSK in Q1 2017 and has held it in 4 quarters since. The position peaked at $227K in Q1 2024. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Perigon Wealth Management held 1,366 shares of Oshkosh worth $210K as of Q2 2026.
  • Perigon Wealth Management sold 60 Oshkosh shares in Q2 2026, an estimated $8.45K.
  • Oshkosh made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1348 holding.
  • Perigon Wealth Management first reported a position in Oshkosh in Q1 2017 and has held it in 4 quarters since.
  • Perigon Wealth Management's Oshkosh position peaked at $227K in Q1 2024.
  • 598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.