Physician Wealth Advisors’s Oshkosh OSK Stock Holding History

Physician Wealth Advisors’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	$3.38K	Sell	22 -4	-15%	-$564	﹤0.01%	1276
2026 Q1	$3.83K	Buy	26 +7	+37%	+$1.09K	﹤0.01%	1099
2025 Q4	$2.39K	Sell	19 -4	-17%	-$514	﹤0.01%	1213
2025 Q3	$2.98K	Buy	23 +4	+21%	+$531	﹤0.01%	1070
2025 Q2	$2.16K	Hold	19	–	–	﹤0.01%	1020
2025 Q1	$1.79K	Hold	19	–	–	﹤0.01%	892
2024 Q4	$1.81K	Buy	+19	New	+$1.99K	﹤0.01%	858

Other funds holding OSK

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Physician Wealth Advisors's OSK Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Oshkosh (OSK) stake by 15% in Q2 2026, selling an estimated $564 and leaving 22 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Physician Wealth Advisors first reported a position in OSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.83K in Q1 2026. 94 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

Physician Wealth Advisors held 22 shares of Oshkosh worth $3.38K as of Q2 2026.
Physician Wealth Advisors sold 4 Oshkosh shares in Q2 2026, an estimated $564.
Oshkosh made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1276 holding.
Physician Wealth Advisors first reported a position in Oshkosh in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Oshkosh position peaked at $3.83K in Q1 2026.
94 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.