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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
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 $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

Stephens Inc's OSK Position: Q1 2026 in Review

Stephens Inc opened a new position in Oshkosh (OSK) in Q1 2026: 1,414 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1196 among its holdings. This is a return to the name: Stephens Inc previously reported a position in OSK as recently as Q3 2025.

Stephens Inc first reported a position in OSK in Q2 2015 and has held it in 4 quarters since. The position peaked at $226K in Q1 2024. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Stephens Inc held 1,414 shares of Oshkosh worth $208K as of Q1 2026.
  • Oshkosh was a new Stephens Inc position in Q1 2026.
  • Oshkosh made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1196 holding.
  • Stephens Inc first reported a position in Oshkosh in Q2 2015 and has held it in 4 quarters since.
  • Stephens Inc's Oshkosh position peaked at $226K in Q1 2024.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.