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Twin Peaks Wealth Advisors’s Oshkosh OSK Stock Holding History

Twin Peaks Wealth Advisors’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 		$7.8K Buy
+53
New +$8.26K ﹤0.01% 1187
2025
Q3 		– Sell
-5
Closed -$694 – 1500
2025
Q2 		$694 Buy
+5
New +$486 ﹤0.01% 1846

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

Twin Peaks Wealth Advisors's OSK Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Oshkosh (OSK) in Q1 2026: 53 shares worth $7.8K. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in OSK as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in OSK in Q2 2025 and has held it in 2 quarters since. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Twin Peaks Wealth Advisors held 53 shares of Oshkosh worth $7.8K as of Q1 2026.
  • Oshkosh was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Oshkosh made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1187 holding.
  • Twin Peaks Wealth Advisors first reported a position in Oshkosh in Q2 2025 and has held it in 2 quarters since.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.