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Venturi Wealth Management’s Oshkosh OSK Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-1,250
Closed -$119K – 1436
2024
Q4 		$119K Buy
1,250
+249
+25% +$26.1K 0.01% 700
2024
Q3 		$100K Buy
1,001
+262
+35% +$27.3K 0.01% 569
2024
Q2 		$80K Buy
739
+290
+65% +$33.5K ﹤0.01% 549
2024
Q1 		$56K Buy
449
+131
+41% +$14.6K ﹤0.01% 488
2023
Q4 		$34.5K Buy
318
+111
+54% +$10.7K ﹤0.01% 567
2023
Q3 		$19.8K Buy
+207
New +$20.1K ﹤0.01% 627
2017
Q2 		– Sell
-3,010
Closed -$208K – 201
2017
Q1 		$208K Buy
+3,010
New +$207K 0.05% 169

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return