PTC
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Petrus Trust Company’s Oshkosh OSK Stock Holding History

Petrus Trust 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
2025
Q2 		– Sell
-7,113
Closed -$669K – 664
2025
Q1 		$669K Sell
7,113
-1,476
-17% -$148K 0.06% 106
2024
Q4 		$817K Sell
8,589
-2,268
-21% -$238K 0.08% 65
2024
Q3 		$1.09M Buy
+10,857
New +$1.13M 0.11% 31
2024
Q1 		– Sell
-4,133
Closed -$448K – 750
2023
Q4 		$448K Sell
4,133
-6,632
-62% -$641K 0.04% 270
2023
Q3 		$1.03M Buy
10,765
+3,106
+41% +$301K 0.11% 39
2023
Q2 		$663K Buy
7,659
+671
+10% +$52.9K 0.07% 72
2023
Q1 		$581K Buy
+6,988
New +$634K 0.07% 55
2020
Q1 		– Sell
-2,639
Closed -$250K – 287
2019
Q4 		$250K Sell
2,639
-868
-25% -$74.8K 0.04% 183
2019
Q3 		$266K Buy
+3,507
New +$268K 0.05% 127
2019
Q2 		– Sell
-4,263
Closed -$320K – 329
2019
Q1 		$320K Sell
4,263
-925
-18% -$68.3K 0.06% 97
2018
Q4 		$318K Buy
5,188
+1,936
+60% +$124K 0.07% 77
2018
Q3 		$232K Sell
3,252
-4,215
-56% -$304K 0.05% 160
2018
Q2 		$525K Buy
7,467
+3,938
+112% +$294K 0.11% 53
2018
Q1 		$273K Buy
+3,529
New +$301K 0.06% 89
2017
Q1 		– Sell
-4,898
Closed -$316K – 212
2016
Q4 		$316K Buy
+4,898
New +$303K 0.08% 83
2016
Q3 		– Sell
-6,292
Closed -$300K – 195
2016
Q2 		$300K Buy
+6,292
New +$279K 0.07% 76

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Petrus Trust Company's OSK Position: Q2 2025 in Review

Petrus Trust Company sold out of Oshkosh (OSK) in Q2 2025, closing a stake of 7,113 shares — an estimated $669K sold.

Petrus Trust Company first reported a position in OSK in Q2 2016 and held it in 16 quarters. The position peaked at $1.09M in Q3 2024. 490 funds tracked by Wall St. Rank hold OSK as of Q2 2025.

  • Petrus Trust Company reported no remaining Oshkosh position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 7,113 Oshkosh shares in Q2 2025, an estimated $669K.
  • Petrus Trust Company first reported a position in Oshkosh in Q2 2016 and held it in 16 quarters.
  • Petrus Trust Company's Oshkosh position peaked at $1.09M in Q3 2024.
  • 490 funds tracked by Wall St. Rank held Oshkosh as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.