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Rothschild Investment LLC’s Oshkosh OSK Stock Holding History

Rothschild Investment LLC’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 		$1.72M Buy
11,196
+8,362
+295% +$1.18M 0.06% 275
2026
Q1 		$417K Buy
2,834
+581
+26% +$90.6K 0.02% 450
2025
Q4 		$283K Buy
2,253
+25
+1% +$3.21K 0.02% 509
2025
Q3 		$289K Buy
2,228
+3
+0.1% +$398 0.02% 491
2025
Q2 		$253K Sell
2,225
-45
-2% -$4.37K 0.02% 452
2025
Q1 		$214K Sell
2,270
-94
-4% -$9.41K 0.01% 491
2024
Q4 		$225K Buy
2,364
+364
+18% +$38.1K 0.01% 477
2024
Q3 		$200K Sell
2,000
-25
-1% -$2.6K 0.01% 513
2024
Q2 		$219K Buy
2,025
+25
+1% +$2.89K 0.02% 474
2024
Q1 		$249K Hold
2,000
– – 0.02% 426
2023
Q4 		$217K Buy
+2,000
New +$193K 0.02% 397
2023
Q1 		– Sell
-7,317
Closed -$645K – 493
2022
Q4 		$645K Buy
7,317
+2,243
+44% +$192K 0.06% 255
2022
Q3 		$357K Hold
5,074
– – 0.04% 332
2022
Q2 		$417K Hold
5,074
– – 0.04% 322
2022
Q1 		$510K Buy
5,074
+102
+2% +$11.5K 0.04% 320
2021
Q4 		$560K Sell
4,972
-43
-0.9% -$4.7K 0.04% 308
2021
Q3 		$513K Hold
5,015
– – 0.04% 306
2021
Q2 		$625K Sell
5,015
-106
-2% -$13.4K 0.05% 284
2021
Q1 		$608K Buy
5,121
+387
+8% +$40.1K 0.05% 283
2020
Q4 		$408K Buy
4,734
+678
+17% +$53.9K 0.04% 317
2020
Q3 		$299K Buy
+4,056
New +$312K 0.03% 335
2018
Q1 		– Sell
-2,400
Closed -$218K – 403
2017
Q4 		$218K Buy
+2,400
New +$210K 0.02% 372

Other funds holding OSK

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Rothschild Investment LLC's OSK Position: Q2 2026 in Review

Rothschild Investment LLC increased its Oshkosh (OSK) stake by 295% in Q2 2026, buying an estimated $1.18M and bringing the position to 11,196 shares worth $1.72M. The position accounts for 0.06% of the portfolio, ranked #275.

Rothschild Investment LLC first reported a position in OSK in Q4 2017 and has held it in 22 quarters since. 258 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Rothschild Investment LLC held 11,196 shares of Oshkosh worth $1.72M as of Q2 2026.
  • Rothschild Investment LLC bought 8,362 Oshkosh shares in Q2 2026, an estimated $1.18M.
  • Oshkosh made up 0.06% of Rothschild Investment LLC's portfolio in Q2 2026, its #275 holding.
  • Rothschild Investment LLC first reported a position in Oshkosh in Q4 2017 and has held it in 22 quarters since.
  • 258 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.