RA
OSK icon

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 – 1040
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Rise Advisors's OSK Position: Q4 2025 in Review

Rise Advisors sold out of Oshkosh (OSK) in Q4 2025, closing a stake of 240 shares — an estimated $31.1K sold.

Rise Advisors first reported a position in OSK in Q4 2021 and held it in 16 quarters. The position peaked at $33.1K in Q1 2024. 560 funds tracked by Wall St. Rank hold OSK as of Q4 2025.

  • Rise Advisors reported no remaining Oshkosh position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 240 Oshkosh shares in Q4 2025, an estimated $31.1K.
  • Rise Advisors first reported a position in Oshkosh in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Oshkosh position peaked at $33.1K in Q1 2024.
  • 560 funds tracked by Wall St. Rank held Oshkosh as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.