SageView Advisory Group
OSK icon

SageView Advisory Group’s Oshkosh OSK Stock Holding History

SageView Advisory Group’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 		– Sell
-189
Closed -$23.8K – 1854
2025
Q4 		$23.8K Buy
+189
New +$24.3K ﹤0.01% 1380

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SageView Advisory Group's OSK Position: Q1 2026 in Review

SageView Advisory Group sold out of Oshkosh (OSK) in Q1 2026, closing a stake of 189 shares — an estimated $23.8K sold.

SageView Advisory Group first reported a position in OSK in Q4 2025 and held it in 1 quarter. The position peaked at $23.8K in Q4 2025. 591 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • SageView Advisory Group reported no remaining Oshkosh position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 189 Oshkosh shares in Q1 2026, an estimated $23.8K.
  • SageView Advisory Group first reported a position in Oshkosh in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Oshkosh position peaked at $23.8K in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.