Tortoise Investment Management’s Oshkosh OSK Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-4	Closed	-$519	–	1071
2025 Q3	$519	Buy	4 +3	+300%	+$398	﹤0.01%	1168
2025 Q2	$114	Buy	+1	New	+$97	﹤0.01%	1250
2024 Q3	–	Sell	-18	Closed	-$1.95K	–	913
2024 Q2	$1.95K	Hold	18	–	–	﹤0.01%	782
2024 Q1	$2.25K	Sell	18 -1	-5%	-$111	﹤0.01%	765
2023 Q4	$2.06K	Hold	19	–	–	﹤0.01%	704
2023 Q3	$1.81K	Hold	19	–	–	﹤0.01%	710
2023 Q2	$1.65K	Hold	19	–	–	﹤0.01%	711
2023 Q1	$1.58K	Hold	19	–	–	﹤0.01%	710
2022 Q4	$1.68K	Hold	19	–	–	﹤0.01%	705
2022 Q3	$1K	Sell	19 -20	-51%	-$1.63K	﹤0.01%	732
2022 Q2	$3K	Buy	+39	New	+$3.58K	﹤0.01%	656

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Tortoise Investment Management's OSK Position: Q4 2025 in Review

Tortoise Investment Management sold out of Oshkosh (OSK) in Q4 2025, closing a stake of 4 shares — an estimated $519 sold.

Tortoise Investment Management first reported a position in OSK in Q2 2022 and held it in 11 quarters. The position peaked at $3K in Q2 2022. 560 funds tracked by Wall St. Rank hold OSK as of Q4 2025.

Tortoise Investment Management reported no remaining Oshkosh position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 4 Oshkosh shares in Q4 2025, an estimated $519.
Tortoise Investment Management first reported a position in Oshkosh in Q2 2022 and held it in 11 quarters.
Tortoise Investment Management's Oshkosh position peaked at $3K in Q2 2022.
560 funds tracked by Wall St. Rank held Oshkosh as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.