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Systematic Financial Management’s Oshkosh OSK Stock Holding History

Systematic Financial Management’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 		$14.8M Sell
100,283
-3,076
-3% -$479K 0.34% 114
2025
Q4 		$13M Buy
103,359
+2,649
+3% +$341K 0.31% 122
2025
Q3 		$13.1M Buy
100,710
+15,760
+19% +$2.09M 0.32% 121
2025
Q2 		$9.65M Buy
84,950
+1,347
+2% +$131K 0.26% 124
2025
Q1 		$7.87M Sell
83,603
-529
-0.6% -$52.9K 0.22% 133
2024
Q4 		$8M Sell
84,132
-8,594
-9% -$900K 0.2% 138
2024
Q3 		$9.29M Buy
92,726
+1,541
+2% +$161K 0.24% 137
2024
Q2 		$9.87M Sell
91,185
-2,902
-3% -$336K 0.3% 125
2024
Q1 		$11.7M Sell
94,087
-3,207
-3% -$357K 0.33% 117
2023
Q4 		$10.5M Buy
97,294
+14,426
+17% +$1.39M 0.31% 123
2023
Q3 		$7.91M Sell
82,868
-2,056
-2% -$199K 0.25% 132
2023
Q2 		$7.35M Sell
84,924
-3,252
-4% -$256K 0.23% 136
2023
Q1 		$7.33M Sell
88,176
-83,693
-49% -$7.59M 0.24% 131
2022
Q4 		$15.2M Buy
171,869
+2,741
+2% +$235K 0.5% 93
2022
Q3 		$11.9M Buy
169,128
+13,577
+9% +$1.1M 0.43% 102
2022
Q2 		$12.8M Buy
155,551
+78,841
+103% +$7.24M 0.44% 103
2022
Q1 		$7.72M Buy
76,710
+3,350
+5% +$376K 0.24% 138
2021
Q4 		$8.27M Buy
+73,360
New +$8.02M 0.25% 138
2021
Q1 		– Sell
-10
Closed -$1K – 250
2020
Q4 		$1K Hold
10
– – ﹤0.01% 245
2020
Q3 		$1K Hold
10
– – ﹤0.01% 245
2020
Q2 		$1K Sell
10
-93,910
-100% -$6.41M ﹤0.01% 504
2020
Q1 		$6.04M Sell
93,920
-13,147
-12% -$1.03M 0.37% 115
2019
Q4 		$10.1M Sell
107,067
-38,039
-26% -$3.28M 0.4% 112
2019
Q3 		$11M Sell
145,106
-41,834
-22% -$3.2M 0.49% 98
2019
Q2 		$15.6M Sell
186,940
-36,223
-16% -$2.85M 0.61% 59
2019
Q1 		$16.8M Sell
223,163
-187,244
-46% -$13.8M 0.57% 47
2018
Q4 		$25.2M Buy
410,407
+103,351
+34% +$6.62M 0.77% 16
2018
Q3 		$21.9M Buy
307,056
+133,838
+77% +$9.64M 0.53% 42
2018
Q2 		$12.2M Buy
173,218
+42,592
+33% +$3.18M 0.3% 138
2018
Q1 		$10.1M Buy
130,626
+4,729
+4% +$403K 0.22% 165
2017
Q4 		$11.4M Sell
125,897
-154,384
-55% -$13.5M 0.23% 152
2017
Q3 		$23.1M Sell
280,281
-305,392
-52% -$22.4M 0.47% 66
2017
Q2 		$40.3M Buy
585,673
+173,027
+42% +$11.7M 0.75% 29
2017
Q1 		$28.3M Buy
412,646
+296,941
+257% +$20.4M 0.5% 59
2016
Q4 		$7.48M Buy
115,705
+6,715
+6% +$416K 0.12% 218
2016
Q3 		$6.1M Sell
108,990
-5,288
-5% -$278K 0.09% 238
2016
Q2 		$5.45M Sell
114,278
-4,355
-4% -$193K 0.07% 239
2016
Q1 		$4.85M Sell
118,633
-20,531
-15% -$726K 0.06% 258
2015
Q4 		$5.43M Sell
139,164
-8,020
-5% -$326K 0.06% 262
2015
Q3 		$5.35M Buy
147,184
+23,772
+19% +$928K 0.06% 284
2015
Q2 		$5.23M Sell
123,412
-5,991
-5% -$300K 0.04% 321
2015
Q1 		$6.31M Sell
129,403
-9,703
-7% -$444K 0.05% 321
2014
Q4 		$6.77M Sell
139,106
-5,249
-4% -$238K 0.05% 317
2014
Q3 		$6.37M Sell
144,355
-1,025,014
-88% -$51M 0.05% 316
2014
Q2 		$64.9M Buy
1,169,369
+280,066
+31% +$15.5M 0.44% 78
2014
Q1 		$52.4M Buy
+889,303
New +$48.8M 0.36% 86
2013
Q4 		– Sell
-174,820
Closed -$8.56M – 682
2013
Q3 		$8.56M Buy
174,820
+980
+0.6% +$43.6K 0.07% 268
2013
Q2 		$6.6M Buy
+173,840
New +$6.67M 0.06% 278

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

Systematic Financial Management's OSK Position: Q1 2026 in Review

Systematic Financial Management reduced its Oshkosh (OSK) stake by 3% in Q1 2026, selling an estimated $479K and leaving 100,283 shares worth $14.8M. The position accounts for 0.34% of the portfolio, ranked #114.

Systematic Financial Management first reported a position in OSK in Q2 2013 and has held it in 48 quarters since. The position peaked at $64.9M in Q2 2014. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Systematic Financial Management held 100,283 shares of Oshkosh worth $14.8M as of Q1 2026.
  • Systematic Financial Management sold 3,076 Oshkosh shares in Q1 2026, an estimated $479K.
  • Oshkosh made up 0.34% of Systematic Financial Management's portfolio in Q1 2026, its #114 holding.
  • Systematic Financial Management first reported a position in Oshkosh in Q2 2013 and has held it in 48 quarters since.
  • Systematic Financial Management's Oshkosh position peaked at $64.9M in Q2 2014.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.