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Spire Wealth Management’s Oshkosh OSK Stock Holding History

Spire Wealth 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
Q2 		– Sell
-38
Closed -$5.59K – 2334
2026
Q1 		$5.59K Buy
38
+13
+52% +$2.03K ﹤0.01% 1812
2025
Q4 		$3.14K Hold
25
– – ﹤0.01% 2000
2025
Q3 		$3.24K Hold
25
– – ﹤0.01% 2058
2025
Q2 		$2.84K Hold
25
– – ﹤0.01% 2097
2025
Q1 		$2.35K Sell
25
-2
-7% -$200 ﹤0.01% 2250
2024
Q4 		$2.57K Buy
27
+2
+8% +$209 ﹤0.01% 2195
2024
Q3 		$2.5K Hold
25
– – ﹤0.01% 1959
2024
Q2 		$2.71K Sell
25
-7
-22% -$810 ﹤0.01% 1953
2024
Q1 		$3.97K Sell
32
-3
-9% -$334 ﹤0.01% 1980
2023
Q4 		$3.74K Hold
35
– – ﹤0.01% 2026
2023
Q3 		$3.34K Sell
35
-2
-5% -$194 ﹤0.01% 2031
2023
Q2 		$3.25K Sell
37
-158
-81% -$12.4K ﹤0.01% 2103
2023
Q1 		$16.2K Hold
195
– – ﹤0.01% 1691
2022
Q4 		$17K Hold
195
– – ﹤0.01% 1437
2022
Q3 		$14K Hold
195
– – ﹤0.01% 1467
2022
Q2 		$16K Sell
195
-225
-54% -$20.7K ﹤0.01% 1755
2022
Q1 		$42K Sell
420
-554
-57% -$62.2K ﹤0.01% 1513
2021
Q4 		$110K Buy
974
+274
+39% +$29.9K ﹤0.01% 1367
2021
Q3 		$72K Buy
700
+345
+97% +$39.6K ﹤0.01% 1326
2021
Q2 		$44K Sell
355
-711
-67% -$89.9K ﹤0.01% 1529
2021
Q1 		$128K Buy
+1,066
New +$110K ﹤0.01% 1282

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

Spire Wealth Management's OSK Position: Q2 2026 in Review

Spire Wealth Management sold out of Oshkosh (OSK) in Q2 2026, closing a stake of 38 shares — an estimated $5.59K sold.

Spire Wealth Management first reported a position in OSK in Q1 2021 and held it in 21 quarters. The position peaked at $128K in Q1 2021. 594 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Spire Wealth Management reported no remaining Oshkosh position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 38 Oshkosh shares in Q2 2026, an estimated $5.59K.
  • Spire Wealth Management first reported a position in Oshkosh in Q1 2021 and held it in 21 quarters.
  • Spire Wealth Management's Oshkosh position peaked at $128K in Q1 2021.
  • 594 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.