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True Wealth Design’s Oshkosh OSK Stock Holding History

True Wealth Design’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
Q3 		$117K Sell
905
-96
-10% -$14.2K 0.03% 237
2026
Q2 		$154K Buy
1,001
+779
+351% +$110K 0.04% 154
2026
Q1 		$32.7K Sell
222
-24
-10% -$3.74K 0.01% 532
2025
Q4 		$30.9K Sell
246
-25
-9% -$3.21K 0.01% 468
2025
Q3 		$35.1K Buy
271
+28
+12% +$3.71K 0.01% 421
2025
Q2 		$27.6K Sell
243
-286
-54% -$27.8K 0.01% 316
2025
Q1 		$49.8K Buy
529
+526
+17,533% +$52.6K 0.02% 183
2024
Q4 		$286 Buy
+3
New +$314 ﹤0.01% 1172

Other funds holding OSK

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPPF
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

True Wealth Design's OSK Position: Q3 2026 in Review

True Wealth Design reduced its Oshkosh (OSK) stake by 9.6% in Q3 2026, selling an estimated $14.2K and leaving 905 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #237.

True Wealth Design first reported a position in OSK in Q4 2024 and has held it in 8 quarters since. The position peaked at $154K in Q2 2026. 40 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

  • True Wealth Design held 905 shares of Oshkosh worth $117K as of Q3 2026.
  • True Wealth Design sold 96 Oshkosh shares in Q3 2026, an estimated $14.2K.
  • Oshkosh made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #237 holding.
  • True Wealth Design first reported a position in Oshkosh in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Oshkosh position peaked at $154K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.