VFO
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Virtus Family Office’s Oshkosh OSK Stock Holding History

Virtus Family Office’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
-11,757
Closed -$1.48M – 77
2025
Q4 		$1.48M Sell
11,757
-174
-1% -$22.4K 1.27% 30
2025
Q3 		$1.55M Sell
11,931
-2,542
-18% -$337K 1.45% 28
2025
Q2 		$1.64M Buy
+14,473
New +$1.41M 2.11% 15

Other funds holding OSK

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Virtus Family Office's OSK Position: Q1 2026 in Review

Virtus Family Office sold out of Oshkosh (OSK) in Q1 2026, closing a stake of 11,757 shares — an estimated $1.48M sold.

Virtus Family Office first reported a position in OSK in Q2 2025 and held it in 3 quarters. The position peaked at $1.64M in Q2 2025. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Virtus Family Office reported no remaining Oshkosh position as of Q1 2026 after selling out during the quarter.
  • Virtus Family Office sold 11,757 Oshkosh shares in Q1 2026, an estimated $1.48M.
  • Virtus Family Office first reported a position in Oshkosh in Q2 2025 and held it in 3 quarters.
  • Virtus Family Office's Oshkosh position peaked at $1.64M in Q2 2025.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.