Winch Advisory Services’s Oshkosh OSK Stock Holding History

Winch Advisory Services’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	$103K	Sell	704 -52	-7%	-$7.33K	0.02%	146
2026 Q1	$111K	Buy	756 +14	+2%	+$2.18K	0.03%	128
2025 Q4	$145K	Buy	742 +173	+30%	+$22.3K	0.03%	108
2025 Q3	$160K	Buy	569 +415	+269%	+$55.1K	0.04%	110
2025 Q2	$17.5K	Hold	154	–	–	﹤0.01%	242
2025 Q1	$14.5K	Buy	154 +1	+0.7%	+$100	﹤0.01%	249
2024 Q4	$14.5K	Buy	153 +1	+0.7%	+$105	﹤0.01%	255
2024 Q3	$15.3K	Hold	152	–	–	﹤0.01%	231
2024 Q2	$16.4K	Buy	152 +1	+0.7%	+$116	﹤0.01%	223
2024 Q1	$18.9K	Hold	151	–	–	0.01%	217
2023 Q4	$16.3K	Buy	151 +1	+0.7%	+$97	0.01%	217
2023 Q3	$14K	Buy	150 +1	+0.7%	+$97	0.01%	222
2023 Q2	$13K	Hold	149	–	–	﹤0.01%	229
2023 Q1	$12K	Buy	149 +1	+0.7%	+$91	﹤0.01%	231
2022 Q4	$13K	Buy	148 +1	+0.7%	+$86	0.01%	218
2022 Q3	$10K	Buy	147 +102	+227%	+$8.29K	﹤0.01%	223
2022 Q2	$4K	Hold	45	–	–	﹤0.01%	300
2022 Q1	$5K	Hold	45	–	–	﹤0.01%	315
2021 Q4	$5K	Hold	45	–	–	﹤0.01%	328
2021 Q3	$5K	Buy	45 +40	+800%	+$4.59K	﹤0.01%	331
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	461
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	433
2020 Q4	$0	Hold	5	–	–	﹤0.01%	446
2020 Q3	$0	Hold	5	–	–	﹤0.01%	404
2020 Q2	$0	Hold	5	–	–	﹤0.01%	398
2020 Q1	$0	Sell	5 -508	-99%	-$39.8K	﹤0.01%	371
2019 Q4	$49K	Buy	513 +1	+0.2%	+$86	0.02%	115
2019 Q3	$39K	Sell	512 -96	-16%	-$7.35K	0.02%	117
2019 Q2	$51K	Buy	608 +99	+19%	+$7.79K	0.03%	108
2019 Q1	$38K	Sell	509 -84	-14%	-$6.21K	0.02%	128
2018 Q4	$36K	Buy	593 +2	+0.3%	+$128	0.02%	116
2018 Q3	$42K	Sell	591 -35	-6%	-$2.52K	0.02%	113
2018 Q2	$44K	Buy	626 +7	+1%	+$523	0.02%	121
2018 Q1	$48K	Buy	619 +295	+91%	+$25.1K	0.03%	118
2017 Q4	$29K	Buy	324 +287	+776%	+$25.1K	0.02%	133
2017 Q3	$3K	Hold	37	–	–	﹤0.01%	232
2017 Q2	$3K	Buy	+37	New	+$2.49K	﹤0.01%	241
2016 Q4	–	Sell	-251	Closed	-$14K	–	285
2016 Q3	$14K	Buy	251 +1	+0.4%	+$53	0.01%	136
2016 Q2	$12K	Buy	+250	New	+$11.1K	0.01%	133
2015 Q2	–	Sell	-214	Closed	-$10K	–	330
2015 Q1	$10K	Buy	+214	New	+$9.79K	0.01%	153
2014 Q4	–	Sell	-212	Closed	-$9K	–	141
2014 Q3	$9K	Sell	212 -3	-1%	-$149	0.01%	145
2014 Q2	$12K	Sell	215 -1,351	-86%	-$74.7K	0.01%	154
2014 Q1	$92K	Buy	+1,566	New	+$85.9K	0.06%	93

Other funds holding OSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Winch Advisory Services's OSK Position: Q2 2026 in Review

Winch Advisory Services reduced its Oshkosh (OSK) stake by 6.9% in Q2 2026, selling an estimated $7.33K and leaving 704 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #146.

Winch Advisory Services first reported a position in OSK in Q1 2014 and has held it in 43 quarters since. The position peaked at $160K in Q3 2025. 595 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

Winch Advisory Services held 704 shares of Oshkosh worth $103K as of Q2 2026.
Winch Advisory Services sold 52 Oshkosh shares in Q2 2026, an estimated $7.33K.
Oshkosh made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #146 holding.
Winch Advisory Services first reported a position in Oshkosh in Q1 2014 and has held it in 43 quarters since.
Winch Advisory Services's Oshkosh position peaked at $160K in Q3 2025.
595 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.