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Summit Trail Advisors’s Oshkosh OSK Stock Holding History

Summit Trail 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 		$2.95M Buy
19,238
+2,460
+15% +$347K 0.04% 374
2026
Q1 		$2.47M Sell
16,778
-3,334
-17% -$520K 0.04% 406
2025
Q4 		$2.53M Buy
20,112
+13,270
+194% +$1.71M 0.04% 295
2025
Q3 		$887K Buy
+6,842
New +$908K 0.01% 899
2018
Q1 		– Sell
-95
Closed -$9K – 1293
2017
Q4 		$9K Buy
+95
New +$8.32K ﹤0.01% 1250

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

Summit Trail Advisors's OSK Position: Q2 2026 in Review

Summit Trail Advisors increased its Oshkosh (OSK) stake by 15% in Q2 2026, buying an estimated $347K and bringing the position to 19,238 shares worth $2.95M. The position accounts for 0.04% of the portfolio, ranked #374.

Summit Trail Advisors first reported a position in OSK in Q4 2017 and has held it in 5 quarters since. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Summit Trail Advisors held 19,238 shares of Oshkosh worth $2.95M as of Q2 2026.
  • Summit Trail Advisors bought 2,460 Oshkosh shares in Q2 2026, an estimated $347K.
  • Oshkosh made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #374 holding.
  • Summit Trail Advisors first reported a position in Oshkosh in Q4 2017 and has held it in 5 quarters since.
  • 598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.