Waterfront Wealth
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
Q3 		$1.43M Sell
10,745
-34
-0.3% -$5.02K 0.23% 128
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

Waterfront Wealth's OSK Position: Q3 2026 in Review

Waterfront Wealth reduced its Oshkosh (OSK) stake by 0.32% in Q3 2026, selling an estimated $5.02K and leaving 10,745 shares worth $1.43M. The position accounts for 0.23% of the portfolio, ranked #128.

Waterfront Wealth first reported a position in OSK in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.58M in Q2 2026. 293 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

  • Waterfront Wealth held 10,745 shares of Oshkosh worth $1.43M as of Q3 2026.
  • Waterfront Wealth sold 34 Oshkosh shares in Q3 2026, an estimated $5.02K.
  • Oshkosh made up 0.23% of Waterfront Wealth's portfolio in Q3 2026, its #128 holding.
  • Waterfront Wealth first reported a position in Oshkosh in Q1 2021 and has held it in 6 quarters since.
  • Waterfront Wealth's Oshkosh position peaked at $1.58M in Q2 2026.
  • 293 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.