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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
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 $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

Summit Trail Advisors's OSK Position: Q1 2026 in Review

Summit Trail Advisors reduced its Oshkosh (OSK) stake by 17% in Q1 2026, selling an estimated $520K and leaving 16,778 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #406.

Summit Trail Advisors first reported a position in OSK in Q4 2017 and has held it in 4 quarters since. The position peaked at $2.53M in Q4 2025. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Summit Trail Advisors held 16,778 shares of Oshkosh worth $2.47M as of Q1 2026.
  • Summit Trail Advisors sold 3,334 Oshkosh shares in Q1 2026, an estimated $520K.
  • Oshkosh made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #406 holding.
  • Summit Trail Advisors first reported a position in Oshkosh in Q4 2017 and has held it in 4 quarters since.
  • Summit Trail Advisors's Oshkosh position peaked at $2.53M in Q4 2025.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.