Principia Wealth Advisory’s Oshkosh OSK Stock Holding History

Principia Wealth Advisory’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	$1.53K	Buy	10 +1	+11%	+$141	﹤0.01%	662
2026 Q1	$1.32K	Hold	9	–	–	﹤0.01%	632
2025 Q4	$1.13K	Hold	9	–	–	﹤0.01%	633
2025 Q3	$1.17K	Hold	9	–	–	﹤0.01%	593
2025 Q2	$1.02K	Buy	9 +6	+200%	+$583	﹤0.01%	568
2025 Q1	$267	Buy	+3	New	+$300	﹤0.01%	723

Other funds holding OSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principia Wealth Advisory's OSK Position: Q2 2026 in Review

Principia Wealth Advisory increased its Oshkosh (OSK) stake by 11% in Q2 2026, buying an estimated $141 and bringing the position to 10 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Principia Wealth Advisory first reported a position in OSK in Q1 2025 and has held it in 6 quarters since. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

Principia Wealth Advisory held 10 shares of Oshkosh worth $1.53K as of Q2 2026.
Principia Wealth Advisory bought 1 Oshkosh share in Q2 2026, an estimated $141.
Oshkosh made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #662 holding.
Principia Wealth Advisory first reported a position in Oshkosh in Q1 2025 and has held it in 6 quarters since.
598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.