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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
Q2 		$125K Sell
815
-55
-6% -$7.75K 0.02% 264
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 $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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SOA Wealth Advisors's OSK Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Oshkosh (OSK) stake by 6.3% in Q2 2026, selling an estimated $7.75K and leaving 815 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #264.

SOA Wealth Advisors first reported a position in OSK in Q1 2021 and has held it in 22 quarters since. The position peaked at $800K in Q1 2024. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • SOA Wealth Advisors held 815 shares of Oshkosh worth $125K as of Q2 2026.
  • SOA Wealth Advisors sold 55 Oshkosh shares in Q2 2026, an estimated $7.75K.
  • Oshkosh made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #264 holding.
  • SOA Wealth Advisors first reported a position in Oshkosh in Q1 2021 and has held it in 22 quarters since.
  • SOA Wealth Advisors's Oshkosh position peaked at $800K in Q1 2024.
  • 598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.