Position in OSK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,373,099
+$4,036,592 QoQ
Shares Held
67,586
+57.0% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#89
of 597 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in OSK Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $355,298,114 across 16 Farm & Heavy Construction Machinery names. OSK ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
182,074 | $193,890,602 | |
| 2 | DE |
Deere & Co
|
100,754 | $63,911,284 | |
| 3 | PCAR |
Paccar Inc
|
339,935 | $40,832,992 | |
| 4 | TEX |
Terex Corp
|
510,774 | $36,974,929 | |
| 5 | OSK |
Oshkosh Corp
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|
67,586 | $10,373,099 | |
| 6 | CNH |
CNH Industrial N.V.
|
197,723 | $2,220,429 | |
| 7 | AGCO |
Agco Corp /De
|
17,741 | $2,123,597 | |
| 8 | FSS |
Federal Signal Corp /De/
|
11,138 | $1,431,121 |
All Filings in OSK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,373,099 | 67,586 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,336,507 | 43,044 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,895,801 | 38,970 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,762,194 | 36,717 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,048,268 | 35,655 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,729,543 | 29,013 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,063,262 | 11,184 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,083,871 | 10,816 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,201,452 | 11,104 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,318,434 | 10,572 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,866,820 | 17,220 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,628,894 | 17,069 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $972,059 | 11,226 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $961,643 | 11,561 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||