Waverly Advisors’s Oshkosh OSK Stock Holding History

Waverly Advisors’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	$2.74M	Buy	18,595 +90	+0.5%	+$14K	0.02%	578
2025 Q4	$2.32M	Buy	18,505 +16,622	+883%	+$2.14M	0.02%	566
2025 Q3	$244K	Buy	1,883 +11	+0.6%	+$1.46K	﹤0.01%	1120
2025 Q2	$213K	Buy	+1,872	New	+$182K	﹤0.01%	1098
2014 Q4	–	Sell	-204	Closed	-$9K	–	601
2014 Q3	$9K	Hold	204	–	–	﹤0.01%	506
2014 Q2	$11K	Sell	204 -10	-5%	-$553	﹤0.01%	428
2014 Q1	$13K	Sell	214 -45	-17%	-$2.47K	0.01%	382
2013 Q4	$13K	Buy	259 +214	+476%	+$10.7K	﹤0.01%	520
2013 Q3	$2K	Buy	+45	New	+$2K	﹤0.01%	543

Other funds holding OSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waverly Advisors's OSK Position: Q1 2026 in Review

Waverly Advisors increased its Oshkosh (OSK) stake by 0.49% in Q1 2026, buying an estimated $14K and bringing the position to 18,595 shares worth $2.74M. The position accounts for 0.02% of the portfolio, ranked #578.

Waverly Advisors first reported a position in OSK in Q3 2013 and has held it in 9 quarters since. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

Waverly Advisors held 18,595 shares of Oshkosh worth $2.74M as of Q1 2026.
Waverly Advisors bought 90 Oshkosh shares in Q1 2026, an estimated $14K.
Oshkosh made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #578 holding.
Waverly Advisors first reported a position in Oshkosh in Q3 2013 and has held it in 9 quarters since.
585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.