AF
OSIS icon

Allworth Financial’s OSI Systems OSIS Stock Holding History

Allworth Financial’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
Q1 		$9.03K Sell
34
-4
-11% -$1.11K ﹤0.01% 3579
2025
Q4 		$9.69K Buy
38
+5
+15% +$1.31K ﹤0.01% 3293
2025
Q3 		$8.22K Buy
33
+17
+106% +$3.88K ﹤0.01% 3261
2025
Q2 		$3.6K Buy
16
+3
+23% +$640 ﹤0.01% 3445
2025
Q1 		$2.63K Hold
13
– – ﹤0.01% 3091
2024
Q4 		$2.2K Sell
13
-18
-58% -$2.85K ﹤0.01% 3122
2024
Q3 		$4.71K Sell
31
-4
-11% -$575 ﹤0.01% 2591
2024
Q2 		$5.09K Buy
35
+5
+17% +$689 ﹤0.01% 2517
2024
Q1 		$4.29K Sell
30
-2
-6% -$263 ﹤0.01% 2469
2023
Q4 		$4.13K Buy
32
+18
+129% +$2.14K ﹤0.01% 2350
2023
Q3 		$1.65K Buy
+14
New +$1.69K ﹤0.01% 2632

Other funds holding OSIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Allworth Financial's OSIS Position: Q1 2026 in Review

Allworth Financial reduced its OSI Systems (OSIS) stake by 11% in Q1 2026, selling an estimated $1.11K and leaving 34 shares worth $9.03K. The position accounts for ﹤0.01% of the portfolio, ranked #3579.

Allworth Financial first reported a position in OSIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.69K in Q4 2025. 368 funds tracked by Wall St. Rank hold OSIS as of Q1 2026.

  • Allworth Financial held 34 shares of OSI Systems worth $9.03K as of Q1 2026.
  • Allworth Financial sold 4 OSI Systems shares in Q1 2026, an estimated $1.11K.
  • OSI Systems made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3579 holding.
  • Allworth Financial first reported a position in OSI Systems in Q3 2023 and has held it in 11 quarters since.
  • Allworth Financial's OSI Systems position peaked at $9.69K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held OSI Systems as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.