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Valley National Advisers’s Oshkosh OSK Stock Holding History

Valley National Advisers’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 		$3.24K Hold
21
– – ﹤0.01% 753
2026
Q1 		$3K Hold
21
– – ﹤0.01% 744
2025
Q4 		$2K Hold
21
– – ﹤0.01% 796
2025
Q3 		$2K Hold
21
– – ﹤0.01% 747
2025
Q2 		$2K Hold
21
– – ﹤0.01% 733
2025
Q1 		$1K Hold
21
– – ﹤0.01% 784
2024
Q4 		$2K Sell
21
-87
-81% -$9.11K ﹤0.01% 693
2024
Q3 		$10K Sell
108
-571
-84% -$59.5K ﹤0.01% 519
2024
Q2 		$73K Buy
679
+56
+9% +$6.48K 0.01% 343
2024
Q1 		$77K Buy
623
+96
+18% +$10.7K 0.01% 351
2023
Q4 		$56K Buy
527
+7
+1% +$677 0.01% 387
2023
Q3 		$50K Sell
520
-35
-6% -$3.39K 0.01% 387
2023
Q2 		$49K Buy
555
+98
+21% +$7.72K 0.01% 392
2023
Q1 		$36K Buy
457
+57
+14% +$5.17K 0.01% 435
2022
Q4 		$37K Hold
400
– – 0.01% 416
2022
Q3 		$32K Buy
400
+189
+90% +$15.4K 0.01% 437
2022
Q2 		$17K Buy
+211
New +$19.4K ﹤0.01% 505
2021
Q2 		– Sell
-1,588
Closed -$188K – 925
2021
Q1 		$188K Hold
1,588
– – 0.04% 222
2020
Q4 		$137K Sell
1,588
-122
-7% -$9.71K 0.03% 229
2020
Q3 		$126K Buy
1,710
+1,227
+254% +$94.5K 0.03% 213
2020
Q2 		$35K Buy
483
+271
+128% +$18.5K 0.01% 323
2020
Q1 		$14K Buy
+212
New +$16.6K ﹤0.01% 437
2015
Q4 		– Sell
-400
Closed -$15K – 636
2015
Q3 		$15K Hold
400
– – 0.01% 332
2015
Q2 		$17K Sell
400
-100
-20% -$5.01K 0.01% 320
2015
Q1 		$24K Hold
500
– – 0.01% 287
2014
Q4 		$25K Buy
+500
New +$22.7K 0.02% 225

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

Valley National Advisers's OSK Position: Q2 2026 in Review

Valley National Advisers held its Oshkosh (OSK) position steady in Q2 2026 at 21 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Valley National Advisers first reported a position in OSK in Q4 2014 and has held it in 26 quarters since. The position peaked at $188K in Q1 2021. 594 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Valley National Advisers held 21 shares of Oshkosh worth $3.24K as of Q2 2026.
  • Valley National Advisers left its Oshkosh share count unchanged in Q2 2026.
  • Oshkosh made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #753 holding.
  • Valley National Advisers first reported a position in Oshkosh in Q4 2014 and has held it in 26 quarters since.
  • Valley National Advisers's Oshkosh position peaked at $188K in Q1 2021.
  • 594 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.