WA
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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
Q2 		$3.09M Buy
20,125
+1,530
+8% +$216K 0.02% 591
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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waverly Advisors's OSK Position: Q2 2026 in Review

Waverly Advisors increased its Oshkosh (OSK) stake by 8.2% in Q2 2026, buying an estimated $216K and bringing the position to 20,125 shares worth $3.09M. The position accounts for 0.02% of the portfolio, ranked #591.

Waverly Advisors first reported a position in OSK in Q3 2013 and has held it in 10 quarters since. 599 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Waverly Advisors held 20,125 shares of Oshkosh worth $3.09M as of Q2 2026.
  • Waverly Advisors bought 1,530 Oshkosh shares in Q2 2026, an estimated $216K.
  • Oshkosh made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #591 holding.
  • Waverly Advisors first reported a position in Oshkosh in Q3 2013 and has held it in 10 quarters since.
  • 599 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.