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Whipplewood Advisors’s Oshkosh OSK Stock Holding History

Whipplewood 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 		– Sell
-25
Closed -$3.68K – 931
2026
Q1 		$3.68K Buy
+25
New +$3.9K ﹤0.01% 669
2025
Q3 		– Sell
-30
Closed -$3.41K – 914
2025
Q2 		$3.41K Buy
30
+19
+173% +$1.84K ﹤0.01% 773
2025
Q1 		$2.35K Sell
11
-14
-56% -$1.4K ﹤0.01% 856
2024
Q4 		$2.38K Buy
+25
New +$2.62K ﹤0.01% 842

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Whipplewood Advisors's OSK Position: Q2 2026 in Review

Whipplewood Advisors sold out of Oshkosh (OSK) in Q2 2026, closing a stake of 25 shares — an estimated $3.68K sold.

Whipplewood Advisors first reported a position in OSK in Q4 2024 and held it in 4 quarters. The position peaked at $3.68K in Q1 2026. 594 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Whipplewood Advisors reported no remaining Oshkosh position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 25 Oshkosh shares in Q2 2026, an estimated $3.68K.
  • Whipplewood Advisors first reported a position in Oshkosh in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Oshkosh position peaked at $3.68K in Q1 2026.
  • 594 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.