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Aventura Private Wealth’s OSI Systems OSIS Stock Holding History

Aventura Private Wealth’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 		$1.75K Hold
8
– – ﹤0.01% 842
2026
Q1 		$2.12K Hold
8
– – ﹤0.01% 742
2025
Q4 		$2.04K Hold
8
– – ﹤0.01% 684
2025
Q3 		$1.99K Hold
8
– – ﹤0.01% 676
2025
Q2 		$1.8K Hold
8
– – ﹤0.01% 639
2025
Q1 		$1.55K Hold
8
– – ﹤0.01% 628
2024
Q4 		$1.34K Buy
+8
New +$1.27K ﹤0.01% 617

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's OSIS Position: Q2 2026 in Review

Aventura Private Wealth held its OSI Systems (OSIS) position steady in Q2 2026 at 8 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Aventura Private Wealth first reported a position in OSIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.12K in Q1 2026. 366 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Aventura Private Wealth held 8 shares of OSI Systems worth $1.75K as of Q2 2026.
  • Aventura Private Wealth left its OSI Systems share count unchanged in Q2 2026.
  • OSI Systems made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #842 holding.
  • Aventura Private Wealth first reported a position in OSI Systems in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's OSI Systems position peaked at $2.12K in Q1 2026.
  • 366 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.