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Ritholtz Wealth Management’s Oshkosh OSK Stock Holding History

Ritholtz Wealth Management’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 		$358K Buy
2,435
+298
+14% +$46.4K 0.01% 912
2025
Q4 		$268K Buy
2,137
+6
+0.3% +$772 ﹤0.01% 950
2025
Q3 		$276K Buy
+2,131
New +$283K 0.01% 869

Other funds holding OSK

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ritholtz Wealth Management's OSK Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Oshkosh (OSK) stake by 14% in Q1 2026, buying an estimated $46.4K and bringing the position to 2,435 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #912.

Ritholtz Wealth Management first reported a position in OSK in Q3 2025 and has held it in 3 quarters since. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Ritholtz Wealth Management held 2,435 shares of Oshkosh worth $358K as of Q1 2026.
  • Ritholtz Wealth Management bought 298 Oshkosh shares in Q1 2026, an estimated $46.4K.
  • Oshkosh made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #912 holding.
  • Ritholtz Wealth Management first reported a position in Oshkosh in Q3 2025 and has held it in 3 quarters since.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.