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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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Venturi Wealth Management's OSK Position: Q1 2025 in Review

Venturi Wealth Management sold out of Oshkosh (OSK) in Q1 2025, closing a stake of 1,250 shares — an estimated $119K sold.

Venturi Wealth Management first reported a position in OSK in Q1 2017 and held it in 7 quarters. The position peaked at $208K in Q1 2017. 503 funds tracked by Wall St. Rank hold OSK as of Q1 2025.

  • Venturi Wealth Management reported no remaining Oshkosh position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,250 Oshkosh shares in Q1 2025, an estimated $119K.
  • Venturi Wealth Management first reported a position in Oshkosh in Q1 2017 and held it in 7 quarters.
  • Venturi Wealth Management's Oshkosh position peaked at $208K in Q1 2017.
  • 503 funds tracked by Wall St. Rank held Oshkosh as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.