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Acumen Wealth Advisors’s OSI Systems OSIS Stock Holding History

Acumen Wealth Advisors’s Portfolio OSIS Stock Details OSIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.7K Buy
81
+9
+13% +$2.21K ﹤0.01% 255
2026
Q1 		$19.1K Sell
72
-6
-8% -$1.66K 0.01% 228
2025
Q4 		$19.9K Buy
+78
New +$20.4K 0.01% 229

Other funds holding OSIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Acumen Wealth Advisors's OSIS Position: Q2 2026 in Review

Acumen Wealth Advisors increased its OSI Systems (OSIS) stake by 13% in Q2 2026, buying an estimated $2.21K and bringing the position to 81 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Acumen Wealth Advisors first reported a position in OSIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.9K in Q4 2025. 361 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Acumen Wealth Advisors held 81 shares of OSI Systems worth $17.7K as of Q2 2026.
  • Acumen Wealth Advisors bought 9 OSI Systems shares in Q2 2026, an estimated $2.21K.
  • OSI Systems made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #255 holding.
  • Acumen Wealth Advisors first reported a position in OSI Systems in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's OSI Systems position peaked at $19.9K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.