James T. Borello RIA
OSK icon

James T. Borello RIA’s Oshkosh OSK Stock Holding History

James T. Borello RIA’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
Q3 		$129 Hold
1
– – ﹤0.01% 1182
2026
Q2 		$153 Sell
1
-42
-98% -$5.92K ﹤0.01% 1156
2026
Q1 		$6.33K Buy
43
+42
+4,200% +$6.55K ﹤0.01% 687
2025
Q4 		$126 Sell
1
-3
-75% -$386 ﹤0.01% 1064
2025
Q3 		$519 Buy
+4
New +$531 ﹤0.01% 872

Other funds holding OSK

Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

James T. Borello RIA's OSK Position: Q3 2026 in Review

James T. Borello RIA held its Oshkosh (OSK) position steady in Q3 2026 at 1 share worth $129. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

James T. Borello RIA first reported a position in OSK in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.33K in Q1 2026. 89 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

  • James T. Borello RIA held 1 share of Oshkosh worth $129 as of Q3 2026.
  • James T. Borello RIA left its Oshkosh share count unchanged in Q3 2026.
  • Oshkosh made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1182 holding.
  • James T. Borello RIA first reported a position in Oshkosh in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Oshkosh position peaked at $6.33K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.