Red Tortoise LLC’s Oshkosh OSK Stock Holding History

Red Tortoise LLC’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 Q1	$3.39K	Hold	23	–	–	﹤0.01%	449
2025 Q4	$2.89K	Hold	23	–	–	﹤0.01%	482
2025 Q3	$2.98K	Hold	23	–	–	﹤0.01%	473
2025 Q2	$2.61K	Hold	23	–	–	﹤0.01%	482
2025 Q1	$2.16K	Hold	23	–	–	﹤0.01%	489
2024 Q4	$2.19K	Hold	23	–	–	﹤0.01%	506
2024 Q3	$2.31K	Hold	23	–	–	﹤0.01%	491
2024 Q2	$2.49K	Hold	23	–	–	﹤0.01%	476
2024 Q1	$2.87K	Hold	23	–	–	﹤0.01%	448
2023 Q4	$2.49K	Hold	23	–	–	﹤0.01%	424
2023 Q3	$2.19K	Hold	23	–	–	﹤0.01%	428
2023 Q2	$1.99K	Hold	23	–	–	﹤0.01%	457
2023 Q1	$1.91K	Hold	23	–	–	﹤0.01%	448
2022 Q4	$2.03K	Buy	+23	New	+$1.97K	﹤0.01%	468
2021 Q4	–	Sell	-23	Closed	-$2K	–	406
2021 Q3	$2K	Buy	+23	New	+$2.64K	﹤0.01%	453

Other funds holding OSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return