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Stephens Inc’s Oshkosh OSK Stock Holding History

Stephens Inc’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 		$216K Sell
1,408
-6
-0.4% -$845 ﹤0.01% 1205
2026
Q1 		$208K Buy
+1,414
New +$220K ﹤0.01% 1196
2025
Q4 		– Sell
-1,603
Closed -$208K – 1361
2025
Q3 		$208K Buy
+1,603
New +$213K ﹤0.01% 1203
2024
Q2 		– Sell
-1,809
Closed -$226K – 1327
2024
Q1 		$226K Buy
+1,809
New +$201K ﹤0.01% 1111
2015
Q3 		– Sell
-5,308
Closed -$225K – 788
2015
Q2 		$225K Buy
+5,308
New +$266K 0.01% 678

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

Stephens Inc's OSK Position: Q2 2026 in Review

Stephens Inc reduced its Oshkosh (OSK) stake by 0.42% in Q2 2026, selling an estimated $845 and leaving 1,408 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Stephens Inc first reported a position in OSK in Q2 2015 and has held it in 5 quarters since. The position peaked at $226K in Q1 2024. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Stephens Inc held 1,408 shares of Oshkosh worth $216K as of Q2 2026.
  • Stephens Inc sold 6 Oshkosh shares in Q2 2026, an estimated $845.
  • Oshkosh made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1205 holding.
  • Stephens Inc first reported a position in Oshkosh in Q2 2015 and has held it in 5 quarters since.
  • Stephens Inc's Oshkosh position peaked at $226K in Q1 2024.
  • 598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.