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Richard Bernstein Advisors’s Oshkosh OSK Stock Holding History

Richard Bernstein Advisors’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 		$1.83M Buy
+12,404
New +$1.93M 0.05% 92
2015
Q2 		– Sell
-9,635
Closed -$470K – 249
2015
Q1 		$470K Hold
9,635
– – 0.06% 180
2014
Q4 		$469K Hold
9,635
– – 0.05% 235
2014
Q3 		$425K Hold
9,635
– – 0.04% 242
2014
Q2 		$535K Hold
9,635
– – 0.06% 226
2014
Q1 		$567K Hold
9,635
– – 0.08% 214
2013
Q4 		$485K Hold
9,635
– – 0.1% 226
2013
Q3 		$472K Hold
9,635
– – 0.14% 205
2013
Q2 		$366K Buy
+9,635
New +$370K 0.12% 218

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Richard Bernstein Advisors's OSK Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Oshkosh (OSK) in Q1 2026: 12,404 shares worth $1.83M. The stake represents 0.05% of the portfolio and ranks #92 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in OSK as recently as Q1 2015.

Richard Bernstein Advisors first reported a position in OSK in Q2 2013 and has held it in 9 quarters since. 591 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Richard Bernstein Advisors held 12,404 shares of Oshkosh worth $1.83M as of Q1 2026.
  • Oshkosh was a new Richard Bernstein Advisors position in Q1 2026.
  • Oshkosh made up 0.05% of Richard Bernstein Advisors's portfolio in Q1 2026, its #92 holding.
  • Richard Bernstein Advisors first reported a position in Oshkosh in Q2 2013 and has held it in 9 quarters since.
  • 591 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.