Trajan Wealth’s Oshkosh OSK Stock Holding History

Trajan Wealth’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 Q3	–	Sell	-1,844	Closed	-$209K	–	163
2025 Q2	$209K	Buy	+1,844	New	+$179K	0.01%	138
2024 Q2	–	Sell	-1,893	Closed	-$236K	–	177
2024 Q1	$236K	Buy	+1,893	New	+$211K	0.02%	159

Other funds holding OSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Trajan Wealth's OSK Position: Q3 2025 in Review

Trajan Wealth sold out of Oshkosh (OSK) in Q3 2025, closing a stake of 1,844 shares — an estimated $209K sold.

Trajan Wealth first reported a position in OSK in Q1 2024 and held it in 2 quarters. The position peaked at $236K in Q1 2024. 572 funds tracked by Wall St. Rank hold OSK as of Q3 2025.

Trajan Wealth reported no remaining Oshkosh position as of Q3 2025 after selling out during the quarter.
Trajan Wealth sold 1,844 Oshkosh shares in Q3 2025, an estimated $209K.
Trajan Wealth first reported a position in Oshkosh in Q1 2024 and held it in 2 quarters.
Trajan Wealth's Oshkosh position peaked at $236K in Q1 2024.
572 funds tracked by Wall St. Rank held Oshkosh as of Q3 2025.

Based on Trajan Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.