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Pinnacle Wealth Planning Services’s Oshkosh OSK Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.76K Sell
18
-4
-18% -$564 ﹤0.01% 2409
2026
Q1 		$3.24K Buy
22
+4
+22% +$623 ﹤0.01% 2350
2025
Q4 		$2.26K Buy
+18
New +$2.31K ﹤0.01% 2455
2021
Q1 		– Sell
-8
Closed -$1K – 1458
2020
Q4 		$1K Buy
+8
New +$637 ﹤0.01% 2153

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

Pinnacle Wealth Planning Services's OSK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Oshkosh (OSK) stake by 18% in Q2 2026, selling an estimated $564 and leaving 18 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Pinnacle Wealth Planning Services first reported a position in OSK in Q4 2020 and has held it in 4 quarters since. The position peaked at $3.24K in Q1 2026. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 18 shares of Oshkosh worth $2.76K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4 Oshkosh shares in Q2 2026, an estimated $564.
  • Oshkosh made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2409 holding.
  • Pinnacle Wealth Planning Services first reported a position in Oshkosh in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Oshkosh position peaked at $3.24K in Q1 2026.
  • 598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.