Shell Asset Management’s Oshkosh OSK Stock Holding History

Shell Asset 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
2025 Q3	$284K	Sell	2,187 -3,290	-60%	-$437K	0.03%	412
2025 Q2	$622K	Sell	5,477 -973	-15%	-$94.5K	0.02%	451
2025 Q1	$607K	Buy	6,450 +1,346	+26%	+$135K	0.03%	407
2024 Q4	$485K	Sell	5,104 -6	-0.1%	-$628	0.02%	502
2024 Q3	$512K	Buy	+5,110	New	+$532K	0.02%	479
2024 Q1	$553K	Sell	5,110 -507	-9%	-$56.5K	0.03%	432
2023 Q4	$609K	Sell	5,617 -1,668	-23%	-$161K	0.03%	447
2023 Q3	$695K	Sell	7,285 -126	-2%	-$12.2K	0.03%	448
2023 Q2	$642K	Sell	7,411 -43	-0.6%	-$3.39K	0.03%	494
2023 Q1	$620K	Sell	7,454 -26	-0.3%	-$2.36K	0.03%	486
2022 Q4	$660K	Sell	7,480 -1,609	-18%	-$138K	0.03%	437
2022 Q3	$639K	Sell	9,089 -2,376	-21%	-$193K	0.02%	473
2022 Q2	$942K	Sell	11,465 -1,201	-9%	-$110K	0.03%	433
2022 Q1	$1.27M	Sell	12,666 -1,875	-13%	-$211K	0.03%	423
2021 Q4	$1.64M	Buy	14,541 +62	+0.4%	+$6.78K	0.03%	406
2021 Q3	$1.48M	Sell	14,479 -620	-4%	-$71.2K	0.03%	389
2021 Q2	$1.88M	Sell	15,099 -978	-6%	-$124K	0.04%	374
2021 Q1	$1.91M	Buy	16,077 +5,487	+52%	+$568K	0.04%	364
2020 Q4	$911K	Hold	10,590	–	–	0.02%	534
2020 Q3	$778K	Hold	10,590	–	–	0.02%	517
2020 Q2	$758K	Sell	10,590 -158	-1%	-$10.8K	0.02%	515
2020 Q1	$691K	Sell	10,748 -162	-1%	-$12.7K	0.02%	538
2019 Q4	$1.03M	Sell	10,910 -278	-2%	-$24K	0.02%	541
2019 Q3	$848K	Sell	11,188 -9,822	-47%	-$752K	0.02%	613
2019 Q2	$1.75M	Sell	21,010 -4,971	-19%	-$391K	0.04%	386
2019 Q1	$1.95M	Hold	25,981	–	–	0.04%	358
2018 Q4	$1.59M	Sell	25,981 -2,200	-8%	-$141K	0.04%	372
2018 Q3	$2.01M	Hold	28,181	–	–	0.04%	392
2018 Q2	$1.98M	Sell	28,181 -1,501	-5%	-$112K	0.04%	401
2018 Q1	$2.29M	Hold	29,682	–	–	0.05%	369
2017 Q4	$2.7M	Hold	29,682	–	–	0.05%	341
2017 Q3	$2.45M	Sell	29,682 -600	-2%	-$44.1K	0.05%	333
2017 Q2	$2.09M	Hold	30,282	–	–	0.04%	382
2017 Q1	$2.08M	Sell	30,282 -2,121	-7%	-$146K	0.05%	364
2016 Q4	$2.09M	Sell	32,403 -285	-0.9%	-$17.6K	0.05%	378
2016 Q3	$1.83M	Sell	32,688 -1,495	-4%	-$78.7K	0.04%	439
2016 Q2	$1.63M	Sell	34,183 -1,943	-5%	-$86.2K	0.04%	440
2016 Q1	$1.48M	Sell	36,126 -2,161	-6%	-$76.4K	0.04%	456
2015 Q4	$1.5M	Sell	38,287 -2,395	-6%	-$97.5K	0.04%	451
2015 Q3	$1.8M	Buy	40,682 +1,898	+5%	+$74.1K	0.03%	509
2015 Q2	$1.64M	Sell	38,784 -1,779	-4%	-$89.2K	0.03%	484
2015 Q1	$1.98M	Sell	40,563 -119	-0.3%	-$5.44K	0.03%	465
2014 Q4	$1.98M	Hold	40,682	–	–	0.03%	486
2014 Q3	$1.8M	Buy	40,682 +3,798	+10%	+$189K	0.03%	524
2014 Q2	$2.05M	Sell	36,884 -429	-1%	-$23.7K	0.03%	483
2014 Q1	$2.2M	Buy	37,313 +36,916	+9,299%	+$2.03M	0.04%	456
2013 Q4	$20K	Buy	397 +64	+19%	+$3.19K	﹤0.01%	823
2013 Q3	$16K	Hold	333	–	–	﹤0.01%	817
2013 Q2	$13K	Buy	+333	New	+$12.8K	﹤0.01%	810

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Shell Asset Management's OSK Position: Q3 2025 in Review

Shell Asset Management reduced its Oshkosh (OSK) stake by 60% in Q3 2025, selling an estimated $437K and leaving 2,187 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #412.

Shell Asset Management first reported a position in OSK in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.7M in Q4 2017. 572 funds tracked by Wall St. Rank hold OSK as of Q3 2025.

Shell Asset Management held 2,187 shares of Oshkosh worth $284K as of Q3 2025.
Shell Asset Management sold 3,290 Oshkosh shares in Q3 2025, an estimated $437K.
Oshkosh made up 0.03% of Shell Asset Management's portfolio in Q3 2025, its #412 holding.
Shell Asset Management first reported a position in Oshkosh in Q2 2013 and has held it in 49 quarters since.
Shell Asset Management's Oshkosh position peaked at $2.7M in Q4 2017.
572 funds tracked by Wall St. Rank held Oshkosh as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.