Root Financial Partners
OSK icon

Root Financial Partners’s Oshkosh OSK Stock Holding History

Root Financial Partners’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
Q3 		$87.2K Buy
+677
New +$100K ﹤0.01% 800
2026
Q2 		– Sell
-375
Closed -$55.2K – 2324
2026
Q1 		$55.2K Buy
375
+66
+21% +$10.3K ﹤0.01% 837
2025
Q4 		$38.8K Buy
309
+41
+15% +$5.27K ﹤0.01% 822
2025
Q3 		$34.7K Buy
+268
New +$35.6K ﹤0.01% 816

Other funds holding OSK

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Root Financial Partners's OSK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Oshkosh (OSK) in Q3 2026: 677 shares worth $87.2K. The stake represents ﹤0.01% of the portfolio and ranks #800 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OSK as recently as Q1 2026.

Root Financial Partners first reported a position in OSK in Q3 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

  • Root Financial Partners held 677 shares of Oshkosh worth $87.2K as of Q3 2026.
  • Oshkosh was a new Root Financial Partners position in Q3 2026.
  • Oshkosh made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #800 holding.
  • Root Financial Partners first reported a position in Oshkosh in Q3 2025 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.