Unique Wealth Strategies’s Oshkosh OSK Stock Holding History

Unique Wealth Strategies’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	–	Sell	-2,173	Closed	-$273K	–	247
2025 Q4	$273K	Sell	2,173 -43	-2%	-$5.53K	0.11%	188
2025 Q3	$287K	Buy	+2,216	New	+$294K	0.11%	190

Other funds holding OSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Unique Wealth Strategies's OSK Position: Q1 2026 in Review

Unique Wealth Strategies sold out of Oshkosh (OSK) in Q1 2026, closing a stake of 2,173 shares — an estimated $273K sold.

Unique Wealth Strategies first reported a position in OSK in Q3 2025 and held it in 2 quarters. The position peaked at $287K in Q3 2025. 591 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

Unique Wealth Strategies reported no remaining Oshkosh position as of Q1 2026 after selling out during the quarter.
Unique Wealth Strategies sold 2,173 Oshkosh shares in Q1 2026, an estimated $273K.
Unique Wealth Strategies first reported a position in Oshkosh in Q3 2025 and held it in 2 quarters.
Unique Wealth Strategies's Oshkosh position peaked at $287K in Q3 2025.
591 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Unique Wealth Strategies's 13F filing for Q1 2026, filed 15 Jul 2026.