Shelton Capital Management’s Oshkosh OSK Stock Holding History

Shelton Capital 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
2026 Q1	$314K	Hold	2,135	–	–	0.01%	499
2025 Q4	$268K	Sell	2,135 -196	-8%	-$25.2K	0.01%	530
2025 Q3	$302K	Hold	2,331	–	–	0.01%	506
2025 Q2	$265K	Sell	2,331 -76	-3%	-$7.38K	0.01%	538
2025 Q1	$226K	Sell	2,407 -160	-6%	-$16K	0.01%	606
2024 Q4	$244K	Hold	2,567	–	–	0.01%	594
2024 Q3	$257K	Sell	2,567 -98	-4%	-$10.2K	0.01%	575
2024 Q2	$288K	Sell	2,665 -162	-6%	-$18.7K	0.01%	500
2024 Q1	$353K	Hold	2,827	–	–	0.01%	461
2023 Q4	$306K	Sell	2,827 -212	-7%	-$20.5K	0.01%	492
2023 Q3	$290K	Sell	3,039 -175	-5%	-$17K	0.01%	490
2023 Q2	$278K	Sell	3,214 -104	-3%	-$8.19K	0.01%	536
2023 Q1	$276K	Hold	3,318	–	–	0.01%	516
2022 Q4	$293K	Sell	3,318 -135	-4%	-$11.6K	0.03%	441
2022 Q3	$243K	Sell	3,453 -184	-5%	-$15K	0.01%	543
2022 Q2	$299K	Hold	3,637	–	–	0.01%	476
2022 Q1	$366K	Hold	3,637	–	–	0.01%	469
2021 Q4	$410K	Sell	3,637 -142	-4%	-$15.5K	0.01%	428
2021 Q3	$387K	Hold	3,779	–	–	0.02%	441
2021 Q2	$471K	Hold	3,779	–	–	0.02%	398
2021 Q1	$448K	Sell	3,779 -186	-5%	-$19.3K	0.02%	413
2020 Q4	$341K	Hold	3,965	–	–	0.02%	453
2020 Q3	$291K	Hold	3,965	–	–	0.01%	554
2020 Q2	$284K	Sell	3,965 -314	-7%	-$21.4K	0.02%	468
2020 Q1	$275K	Hold	4,279	–	–	0.02%	427
2019 Q4	$405K	Sell	4,279 -473	-10%	-$40.8K	0.02%	412
2019 Q3	$360K	Hold	4,752	–	–	0.02%	452
2019 Q2	$397K	Buy	4,752 +4,353	+1,091%	+$343K	0.02%	422
2019 Q1	$5.31K	Sell	399 -4,915	-92%	-$363K	0.02%	558
2018 Q4	$326K	Hold	5,314	–	–	0.02%	443
2018 Q3	$379K	Hold	5,314	–	–	0.02%	467
2018 Q2	$374K	Hold	5,314	–	–	0.02%	462
2018 Q1	$411K	Sell	5,314 -370	-7%	-$31.5K	0.03%	418
2017 Q4	$517K	Hold	5,684	–	–	0.03%	372
2017 Q3	$469K	Hold	5,684	–	–	0.03%	382
2017 Q2	$392K	Hold	5,684	–	–	0.03%	442
2017 Q1	$390K	Buy	5,684 +1,438	+34%	+$98.8K	0.03%	457
2016 Q4	$274K	Buy	+4,246	New	+$263K	0.02%	663
2016 Q3	–	Sell	-7,645	Closed	-$365K	–	824
2016 Q2	$365K	Hold	7,645	–	–	0.03%	479
2016 Q1	$312K	Hold	7,645	–	–	0.03%	547
2015 Q4	$298K	Hold	7,645	–	–	0.03%	539
2015 Q3	$278K	Hold	7,645	–	–	0.03%	573
2015 Q2	$324K	Hold	7,645	–	–	0.03%	550
2015 Q1	$373K	Sell	7,645 -582	-7%	-$26.6K	0.04%	502
2014 Q4	$400K	Sell	8,227 -1,490	-15%	-$67.7K	0.05%	460
2014 Q3	$429K	Hold	9,717	–	–	0.06%	397
2014 Q2	$540K	Hold	9,717	–	–	0.08%	316
2014 Q1	$572K	Hold	9,717	–	–	0.08%	282
2013 Q4	$490K	Hold	9,717	–	–	0.07%	328
2013 Q3	$476K	Hold	9,717	–	–	0.08%	306
2013 Q2	$369K	Buy	+9,717	New	+$373K	0.07%	370

Other funds holding OSK

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

Shelton Capital Management's OSK Position: Q1 2026 in Review

Shelton Capital Management held its Oshkosh (OSK) position steady in Q1 2026 at 2,135 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #499.

Shelton Capital Management first reported a position in OSK in Q2 2013 and has held it in 51 quarters since. The position peaked at $572K in Q1 2014. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

Shelton Capital Management held 2,135 shares of Oshkosh worth $314K as of Q1 2026.
Shelton Capital Management left its Oshkosh share count unchanged in Q1 2026.
Oshkosh made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #499 holding.
Shelton Capital Management first reported a position in Oshkosh in Q2 2013 and has held it in 51 quarters since.
Shelton Capital Management's Oshkosh position peaked at $572K in Q1 2014.
585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.