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Wealthspire Advisors (New York)’s Oshkosh OSK Stock Holding History

Wealthspire Advisors (New York)’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 		$499K Sell
3,392
-1,214
-26% -$189K ﹤0.01% 570
2025
Q4 		$579K Buy
4,606
+545
+13% +$70.1K ﹤0.01% 562
2025
Q3 		$527K Sell
4,061
-22
-0.5% -$2.92K ﹤0.01% 521
2025
Q2 		$464K Sell
4,083
-170
-4% -$16.5K ﹤0.01% 559
2025
Q1 		$400K Buy
4,253
+48
+1% +$4.8K ﹤0.01% 571
2024
Q4 		$400K Sell
4,205
-29
-0.7% -$3.04K ﹤0.01% 575
2024
Q3 		$424K Sell
4,234
-261
-6% -$27.2K ﹤0.01% 532
2024
Q2 		$486K Buy
4,495
+14
+0.3% +$1.62K 0.01% 442
2024
Q1 		$559K Sell
4,481
-827
-16% -$92.1K 0.01% 405
2023
Q4 		$575K Sell
5,308
-156
-3% -$15.1K 0.01% 395
2023
Q3 		$521K Buy
5,464
+242
+5% +$23.5K 0.01% 382
2023
Q2 		$452K Sell
5,222
-47
-0.9% -$3.7K 0.01% 382
2023
Q1 		$438K Sell
5,269
-545
-9% -$49.5K 0.01% 375
2022
Q4 		$513K Buy
5,814
+385
+7% +$33K 0.01% 361
2022
Q3 		$382K Buy
5,429
+70
+1% +$5.69K 0.01% 379
2022
Q2 		$440K Sell
5,359
-694
-11% -$63.7K 0.01% 337
2022
Q1 		$609K Buy
6,053
+888
+17% +$99.8K 0.01% 240
2021
Q4 		$582K Sell
5,165
-763
-13% -$83.4K 0.01% 300
2021
Q3 		$607K Sell
5,928
-704
-11% -$80.9K 0.01% 319
2021
Q2 		$827K Sell
6,632
-793
-11% -$100K 0.02% 180
2021
Q1 		$881K Buy
7,425
+68
+0.9% +$7.04K 0.02% 283
2020
Q4 		$633K Buy
+7,357
New +$585K 0.02% 265
2020
Q2 		– Sell
-8,163
Closed -$525K – 453
2020
Q1 		$525K Buy
+8,163
New +$640K 0.02% 286

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 $6.07B AUM 11.2% 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

Wealthspire Advisors (New York)'s OSK Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Oshkosh (OSK) stake by 26% in Q1 2026, selling an estimated $189K and leaving 3,392 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Wealthspire Advisors (New York) first reported a position in OSK in Q1 2020 and has held it in 23 quarters since. The position peaked at $881K in Q1 2021. 585 funds tracked by Wall St. Rank hold OSK as of Q1 2026.

  • Wealthspire Advisors (New York) held 3,392 shares of Oshkosh worth $499K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,214 Oshkosh shares in Q1 2026, an estimated $189K.
  • Oshkosh made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #570 holding.
  • Wealthspire Advisors (New York) first reported a position in Oshkosh in Q1 2020 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s Oshkosh position peaked at $881K in Q1 2021.
  • 585 funds tracked by Wall St. Rank held Oshkosh as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.