Rise Advisors’s Oshkosh OSK Stock Holding History

Rise 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
2025 Q4	–	Sell	-240	Closed	-$31.1K	–	1041
2025 Q3	$31.1K	Buy	240 +1	+0.4%	+$133	0.01%	363
2025 Q2	$27.2K	Sell	239 -9	-4%	-$874	0.01%	386
2025 Q1	$23.3K	Sell	248 -21	-8%	-$2.1K	0.01%	425
2024 Q4	$25.5K	Buy	269 +1	+0.4%	+$105	0.01%	489
2024 Q3	$26.8K	Buy	268 +2	+0.8%	+$208	0.01%	473
2024 Q2	$28.8K	Buy	266 +1	+0.4%	+$116	0.02%	403
2024 Q1	$33.1K	Buy	265 +181	+215%	+$20.2K	0.02%	341
2023 Q4	$9.15K	Hold	84	–	–	0.01%	324
2023 Q3	$8.02K	Sell	84 -43	-34%	-$4.17K	0.01%	331
2023 Q2	$11K	Sell	127 -77	-38%	-$6.07K	0.01%	327
2023 Q1	$16.9K	Buy	204 +1	+0.5%	+$91	0.01%	277
2022 Q4	$17.9K	Buy	203 +1	+0.5%	+$86	0.01%	261
2022 Q3	$14K	Buy	202 +1	+0.5%	+$81	0.01%	291
2022 Q2	$17K	Buy	201 +1	+0.5%	+$92	0.02%	263
2022 Q1	$20K	Buy	200 +1	+0.5%	+$112	0.02%	244
2021 Q4	$22.5K	Buy	+199	New	+$21.7K	0.02%	232

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors

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

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

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

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return