TVWM
OSK icon

Tower View Wealth Management’s Oshkosh OSK Stock Holding History

Tower View Wealth 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 		$29.4K Buy
+200
New +$31.2K 0.02% 109
2018
Q4 		– Sell
-31
Closed -$2K – 153
2018
Q3 		$2K Hold
31
– – ﹤0.01% 152
2018
Q2 		$2K Hold
31
– – ﹤0.01% 140
2018
Q1 		$2K Hold
31
– – ﹤0.01% 132
2017
Q4 		$3K Buy
+31
New +$2.72K ﹤0.01% 136

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

Tower View Wealth Management's OSK Position: Q1 2026 in Review

Tower View Wealth Management opened a new position in Oshkosh (OSK) in Q1 2026: 200 shares worth $29.4K. The stake represents 0.02% of the portfolio and ranks #109 among its holdings. This is a return to the name: Tower View Wealth Management previously reported a position in OSK as recently as Q3 2018.

Tower View Wealth Management first reported a position in OSK in Q4 2017 and has held it in 5 quarters since. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Tower View Wealth Management held 200 shares of Oshkosh worth $29.4K as of Q1 2026.
  • Oshkosh was a new Tower View Wealth Management position in Q1 2026.
  • Oshkosh made up 0.02% of Tower View Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Tower View Wealth Management first reported a position in Oshkosh in Q4 2017 and has held it in 5 quarters since.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.