Ray Dalio
OSK icon

Ray Dalio’s Oshkosh OSK Stock Holding History

Ray Dalio’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 		$1.95M Sell
12,715
-6,887
-35% -$970K 0.01% 715
2026
Q1 		$2.89M Sell
19,602
-49,614
-72% -$7.73M 0.01% 570
2025
Q4 		$8.7M Buy
69,216
+30,184
+77% +$3.88M 0.03% 391
2025
Q3 		$5.06M Buy
39,032
+24,550
+170% +$3.26M 0.02% 494
2025
Q2 		$1.64M Sell
14,482
-71,348
-83% -$6.93M 0.01% 435
2025
Q1 		$8.07M Buy
+85,830
New +$8.59M 0.04% 292
2024
Q4 		– Sell
-7,794
Closed -$781K – 796
2024
Q3 		$781K Buy
+7,794
New +$812K ﹤0.01% 628
2021
Q1 		– Sell
-21,813
Closed -$1.88M – 571
2020
Q4 		$1.88M Sell
21,813
-6,306
-22% -$502K 0.02% 314
2020
Q3 		$2.07M Buy
28,119
+14,995
+114% +$1.15M 0.02% 256
2020
Q2 		$940K Buy
+13,124
New +$896K 0.02% 193
2020
Q1 		– Sell
-15,801
Closed -$1.5M – 544
2019
Q4 		$1.5M Buy
+15,801
New +$1.36M 0.02% 257
2019
Q1 		– Sell
-8,234
Closed -$505K – 453
2018
Q4 		$505K Buy
+8,234
New +$528K ﹤0.01% 405
2018
Q3 		– Sell
-5,162
Closed -$363K – 444
2018
Q2 		$363K Sell
5,162
-5,218
-50% -$390K ﹤0.01% 383
2018
Q1 		$802K Buy
+10,380
New +$885K 0.01% 310
2017
Q3 		– Sell
-3,861
Closed -$266K – 368
2017
Q2 		$266K Buy
+3,861
New +$260K ﹤0.01% 296
2015
Q4 		– Sell
-6,400
Closed -$233K – 373
2015
Q3 		$233K Buy
+6,400
New +$250K ﹤0.01% 408

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ray Dalio's OSK Position: Q2 2026 in Review

Ray Dalio reduced its Oshkosh (OSK) stake by 35% in Q2 2026, selling an estimated $970K and leaving 12,715 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #715.

Ray Dalio first reported a position in OSK in Q3 2015 and has held it in 16 quarters since. The position peaked at $8.7M in Q4 2025. 600 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Ray Dalio held 12,715 shares of Oshkosh worth $1.95M as of Q2 2026.
  • Ray Dalio sold 6,887 Oshkosh shares in Q2 2026, an estimated $970K.
  • Oshkosh made up 0.01% of Ray Dalio's portfolio in Q2 2026, its #715 holding.
  • Ray Dalio first reported a position in Oshkosh in Q3 2015 and has held it in 16 quarters since.
  • Ray Dalio's Oshkosh position peaked at $8.7M in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.