Skip to main content

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

OSK holding history

Oshkosh Corp in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OSK overviewAll 13F holders of OSKFull Q2 2026 holdings

Shares (Q2 2026)
22,941
Value
$3.52M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of OSK by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,941$3.52M<0.1%−2,363−9.3%ReducedHolders
Q1 202625,304$3.72M<0.1%+13,161+108.4%AddedHolders
Q4 202512,143$1.53M<0.1%+970+8.7%AddedHolders
Q3 202511,173$1.45M<0.1%+9+0.1%AddedHolders
Q2 202511,164$1.27M<0.1%+1,151+11.5%AddedHolders
Q1 202510,013$942.0K<0.1%+6,754+207.2%AddedHolders
Q4 20243,259$309.9K<0.1%+122+3.9%AddedHolders
Q3 20243,137$314.4K<0.1%−63−2.0%ReducedHolders
Q2 20243,200$346.3K<0.1%+647+25.3%AddedHolders
Q1 20242,553$318.4K<0.1%−1,107−30.2%ReducedHolders
Q4 20233,660$396.8K<0.1%+690+23.2%AddedHolders
Q3 20232,970$283.5K<0.1%−1,457−32.9%ReducedHolders
Q2 20234,427$383.4K<0.1%+4,427NewHolders
Q3 20220$00.0%−3,817−100.0%Sold outHolders
Q2 20223,817$314.0K<0.1%+2,606+215.2%AddedHolders
Q1 20221,211$122.0K<0.1%+151+14.2%AddedHolders
Q4 20211,060$119.0K<0.1%−210−16.5%ReducedHolders
Q3 20211,270$130.0K<0.1%+3+0.2%AddedHolders
Q2 20211,267$158.0K<0.1%−61−4.6%ReducedHolders
Q1 20211,328$158.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.