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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
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 $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Perigon Wealth Management's OSK Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in Oshkosh (OSK) in Q1 2026: 1,426 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1198 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in OSK as recently as Q1 2024.

Perigon Wealth Management first reported a position in OSK in Q1 2017 and has held it in 3 quarters since. The position peaked at $227K in Q1 2024. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Perigon Wealth Management held 1,426 shares of Oshkosh worth $210K as of Q1 2026.
  • Oshkosh was a new Perigon Wealth Management position in Q1 2026.
  • Oshkosh made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1198 holding.
  • Perigon Wealth Management first reported a position in Oshkosh in Q1 2017 and has held it in 3 quarters since.
  • Perigon Wealth Management's Oshkosh position peaked at $227K in Q1 2024.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.