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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
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

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Root Financial Partners's OSK Position: Q2 2026 in Review

Root Financial Partners sold out of Oshkosh (OSK) in Q2 2026, closing a stake of 375 shares — an estimated $55.2K sold.

Root Financial Partners first reported a position in OSK in Q3 2025 and held it in 3 quarters. The position peaked at $55.2K in Q1 2026. 599 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Root Financial Partners reported no remaining Oshkosh position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 375 Oshkosh shares in Q2 2026, an estimated $55.2K.
  • Root Financial Partners first reported a position in Oshkosh in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Oshkosh position peaked at $55.2K in Q1 2026.
  • 599 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.