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Wolf Group Capital Advisors’s Oshkosh OSK Stock Holding History

Wolf Group Capital 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
2025
Q1 		$1.07M Buy
+11,376
New +$1.14M 0.36% 85
2024
Q3 		– Sell
-11,409
Closed -$1.23M – 130
2024
Q2 		$1.23M Buy
+11,409
New +$1.32M 0.49% 64

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wolf Group Capital Advisors's OSK Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Oshkosh (OSK) in Q1 2025: 11,376 shares worth $1.07M. The stake represents 0.36% of the portfolio and ranks #85 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in OSK as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in OSK in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.23M in Q2 2024. 503 funds tracked by Wall St. Rank hold OSK as of Q1 2025.

  • Wolf Group Capital Advisors held 11,376 shares of Oshkosh worth $1.07M as of Q1 2025.
  • Oshkosh was a new Wolf Group Capital Advisors position in Q1 2025.
  • Oshkosh made up 0.36% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #85 holding.
  • Wolf Group Capital Advisors first reported a position in Oshkosh in Q2 2024 and has held it in 2 quarters since.
  • Wolf Group Capital Advisors's Oshkosh position peaked at $1.23M in Q2 2024.
  • 503 funds tracked by Wall St. Rank held Oshkosh as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.