Valeo Financial Advisors’s Oshkosh OSK Stock Holding History

Valeo Financial 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 Q3	$208K	Buy	+1,615	New	+$239K	﹤0.01%	769
2021 Q2	–	Sell	-505	Closed	-$60K	–	1402
2021 Q1	$60K	Buy	505 +5	+1%	+$518	﹤0.01%	794
2020 Q4	$43K	Hold	500	–	–	﹤0.01%	827
2020 Q3	$37K	Sell	500 -29	-5%	-$2.23K	﹤0.01%	746
2020 Q2	$38K	Buy	529 +29	+6%	+$1.98K	﹤0.01%	827
2020 Q1	$33K	Hold	500	–	–	﹤0.01%	737
2019 Q4	$47K	Hold	500	–	–	﹤0.01%	674
2019 Q3	$38K	Hold	500	–	–	﹤0.01%	686
2019 Q2	$42K	Hold	500	–	–	﹤0.01%	653
2019 Q1	$38K	Hold	500	–	–	﹤0.01%	624
2018 Q4	$31K	Hold	500	–	–	﹤0.01%	603
2018 Q3	$28K	Hold	500	–	–	﹤0.01%	672
2018 Q2	$35K	Hold	500	–	–	﹤0.01%	624
2018 Q1	$39K	Hold	500	–	–	0.01%	541
2017 Q4	$45K	Buy	+500	New	+$43.8K	0.01%	487

Other funds holding OSK

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valeo Financial Advisors's OSK Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Oshkosh (OSK) in Q3 2026: 1,615 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #769 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in OSK as recently as Q1 2021.

Valeo Financial Advisors first reported a position in OSK in Q4 2017 and has held it in 15 quarters since. 18 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

Valeo Financial Advisors held 1,615 shares of Oshkosh worth $208K as of Q3 2026.
Oshkosh was a new Valeo Financial Advisors position in Q3 2026.
Oshkosh made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #769 holding.
Valeo Financial Advisors first reported a position in Oshkosh in Q4 2017 and has held it in 15 quarters since.
18 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.