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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

True Wealth Design's OSK Position: Q2 2026 in Review

True Wealth Design increased its Oshkosh (OSK) stake by 351% in Q2 2026, buying an estimated $110K and bringing the position to 1,001 shares worth $154K. The position accounts for 0.04% of the portfolio, ranked #154.

True Wealth Design first reported a position in OSK in Q4 2024 and has held it in 7 quarters since. 597 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • True Wealth Design held 1,001 shares of Oshkosh worth $154K as of Q2 2026.
  • True Wealth Design bought 779 Oshkosh shares in Q2 2026, an estimated $110K.
  • Oshkosh made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #154 holding.
  • True Wealth Design first reported a position in Oshkosh in Q4 2024 and has held it in 7 quarters since.
  • 597 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.