SWA
OSK icon

SOA Wealth Advisors’s Oshkosh OSK Stock Holding History

SOA Wealth 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
2026
Q1 		$128K Hold
870
– – 0.02% 247
2025
Q4 		$109K Hold
870
– – 0.02% 275
2025
Q3 		$113K Sell
870
-97
-10% -$12.9K 0.02% 275
2025
Q2 		$110K Sell
967
-301
-24% -$29.2K 0.02% 269
2025
Q1 		$119K Hold
1,268
– – 0.02% 241
2024
Q4 		$121K Sell
1,268
-125
-9% -$13.1K 0.02% 236
2024
Q3 		$140K Sell
1,393
-457
-25% -$47.6K 0.03% 218
2024
Q2 		$200K Sell
1,850
-4,568
-71% -$528K 0.04% 183
2024
Q1 		$800K Buy
6,418
+1
+0% +$111 0.17% 80
2023
Q4 		$696K Buy
6,417
+1
+0% +$97 0.15% 80
2023
Q3 		$612K Sell
6,416
-47
-0.7% -$4.56K 0.15% 79
2023
Q2 		$560K Sell
6,463
-25
-0.4% -$1.97K 0.13% 87
2023
Q1 		$540K Buy
6,488
+1
+0% +$91 0.13% 88
2022
Q4 		$572K Sell
6,487
-252
-4% -$21.6K 0.15% 78
2022
Q3 		$473K Buy
6,739
+319
+5% +$25.9K 0.14% 82
2022
Q2 		$527K Buy
6,420
+213
+3% +$19.6K 0.16% 79
2022
Q1 		$624K Sell
6,207
-132
-2% -$14.8K 0.15% 86
2021
Q4 		$711K Buy
6,339
+436
+7% +$47.6K 0.17% 80
2021
Q3 		$604K Buy
5,903
+1,598
+37% +$184K 0.15% 86
2021
Q2 		$536K Buy
4,305
+4,186
+3,518% +$529K 0.14% 93
2021
Q1 		$14K Buy
+119
New +$12.3K ﹤0.01% 462

Other funds holding OSK

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return