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Poinciana Advisors Group’s Oshkosh OSK Stock Holding History

Poinciana Advisors Group’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 		– Sell
-1,565
Closed -$230K – 135
2026
Q1 		$230K Buy
+1,565
New +$244K 0.18% 109
2025
Q4 		– Sell
-1,566
Closed -$203K – 143
2025
Q3 		$203K Buy
+1,566
New +$208K 0.17% 120

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Poinciana Advisors Group's OSK Position: Q2 2026 in Review

Poinciana Advisors Group sold out of Oshkosh (OSK) in Q2 2026, closing a stake of 1,565 shares — an estimated $230K sold.

Poinciana Advisors Group first reported a position in OSK in Q3 2025 and held it in 2 quarters. The position peaked at $230K in Q1 2026. 301 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Poinciana Advisors Group reported no remaining Oshkosh position as of Q2 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 1,565 Oshkosh shares in Q2 2026, an estimated $230K.
  • Poinciana Advisors Group first reported a position in Oshkosh in Q3 2025 and held it in 2 quarters.
  • Poinciana Advisors Group's Oshkosh position peaked at $230K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.