WW
OSK icon

Waterfront Wealth’s Oshkosh OSK Stock Holding History

Waterfront Wealth’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 		$1.58M Buy
10,779
+1,912
+22% +$269K 0.24% 118
2026
Q1 		$1.31M Hold
8,867
– – 0.24% 128
2025
Q4 		$1.36M Buy
+8,867
New +$1.14M 0.26% 117
2021
Q3 		– Sell
-1,702
Closed -$212K – 182
2021
Q2 		$212K Buy
1,702
+7
+0.4% +$885 0.1% 166
2021
Q1 		$203K Buy
+1,695
New +$176K 0.1% 167

Other funds holding OSK

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Waterfront Wealth's OSK Position: Q2 2026 in Review

Waterfront Wealth increased its Oshkosh (OSK) stake by 22% in Q2 2026, buying an estimated $269K and bringing the position to 10,779 shares worth $1.58M. The position accounts for 0.24% of the portfolio, ranked #118.

Waterfront Wealth first reported a position in OSK in Q1 2021 and has held it in 5 quarters since. 189 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Waterfront Wealth held 10,779 shares of Oshkosh worth $1.58M as of Q2 2026.
  • Waterfront Wealth bought 1,912 Oshkosh shares in Q2 2026, an estimated $269K.
  • Oshkosh made up 0.24% of Waterfront Wealth's portfolio in Q2 2026, its #118 holding.
  • Waterfront Wealth first reported a position in Oshkosh in Q1 2021 and has held it in 5 quarters since.
  • 189 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.