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Simon Quick Advisors’s Oshkosh OSK Stock Holding History

Simon Quick Advisors’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
Q2 		– Sell
-2,808
Closed -$264K – 563
2025
Q1 		$264K Buy
+2,808
New +$281K 0.02% 472
2022
Q2 		– Sell
-500
Closed -$50K – 332
2022
Q1 		$50K Hold
500
– – 0.01% 208
2021
Q4 		$56K Sell
500
-8
-2% -$874 0.02% 219
2021
Q3 		$52K Buy
508
+8
+2% +$919 0.01% 247
2021
Q2 		$62K Hold
500
– – 0.02% 212
2021
Q1 		$59K Hold
500
– – 0.02% 224
2020
Q4 		$43K Buy
+500
New +$39.8K 0.01% 253
2019
Q3 		– Sell
-7
Closed -$584 – 481
2019
Q2 		$584 Buy
+7
New +$551 ﹤0.01% 449

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Simon Quick Advisors's OSK Position: Q2 2025 in Review

Simon Quick Advisors sold out of Oshkosh (OSK) in Q2 2025, closing a stake of 2,808 shares — an estimated $264K sold.

Simon Quick Advisors first reported a position in OSK in Q2 2019 and held it in 8 quarters. The position peaked at $264K in Q1 2025. 490 funds tracked by Wall St. Rank hold OSK as of Q2 2025.

  • Simon Quick Advisors reported no remaining Oshkosh position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 2,808 Oshkosh shares in Q2 2025, an estimated $264K.
  • Simon Quick Advisors first reported a position in Oshkosh in Q2 2019 and held it in 8 quarters.
  • Simon Quick Advisors's Oshkosh position peaked at $264K in Q1 2025.
  • 490 funds tracked by Wall St. Rank held Oshkosh as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.