Sumitomo Mitsui Trust Group
OSK icon

Sumitomo Mitsui Trust Group’s Oshkosh OSK Stock Holding History

Sumitomo Mitsui Trust Group’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
2025
Q4 		– Sell
-2,700
Closed -$350K – 1083
2025
Q3 		$350K Buy
2,700
+350
+15% +$46.4K ﹤0.01% 991
2025
Q2 		$267K Sell
2,350
-450
-16% -$43.7K ﹤0.01% 1000
2025
Q1 		$263K Buy
+2,800
New +$280K ﹤0.01% 1001
2024
Q4 		– Sell
-12,791
Closed -$1.28M – 1058
2024
Q3 		$1.28M Sell
12,791
-295
-2% -$30.7K ﹤0.01% 876
2024
Q2 		$1.42M Buy
13,086
+1,000
+8% +$116K ﹤0.01% 863
2024
Q1 		$1.51M Buy
+12,086
New +$1.35M ﹤0.01% 924
2023
Q4 		– Sell
-13,720
Closed -$1.31M – 1138
2023
Q3 		$1.31M Buy
+13,720
New +$1.33M ﹤0.01% 957
2021
Q3 		– Sell
-1,700
Closed -$212K – 1201
2021
Q2 		$212K Hold
1,700
– – ﹤0.01% 1169
2021
Q1 		$202K Buy
+1,700
New +$176K ﹤0.01% 1139
2020
Q1 		– Sell
-13,000
Closed -$1.23M – 1131
2019
Q4 		$1.23M Buy
+13,000
New +$1.12M ﹤0.01% 943

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group's OSK Position: Q4 2025 in Review

Sumitomo Mitsui Trust Group sold out of Oshkosh (OSK) in Q4 2025, closing a stake of 2,700 shares — an estimated $350K sold.

Sumitomo Mitsui Trust Group first reported a position in OSK in Q4 2019 and held it in 10 quarters. The position peaked at $1.51M in Q1 2024. 560 funds tracked by Wall St. Rank hold OSK as of Q4 2025.

  • Sumitomo Mitsui Trust Group reported no remaining Oshkosh position as of Q4 2025 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 2,700 Oshkosh shares in Q4 2025, an estimated $350K.
  • Sumitomo Mitsui Trust Group first reported a position in Oshkosh in Q4 2019 and held it in 10 quarters.
  • Sumitomo Mitsui Trust Group's Oshkosh position peaked at $1.51M in Q1 2024.
  • 560 funds tracked by Wall St. Rank held Oshkosh as of Q4 2025.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2025, filed 23 Jan 2026.