AWM
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Avior Wealth Management’s OSI Systems OSIS Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-74
Closed -$12.4K – 1835
2024
Q4 		$12.4K Hold
74
– – ﹤0.01% 1548
2024
Q3 		$11.2K Hold
74
– – ﹤0.01% 1520
2024
Q2 		$10.2K Sell
74
-3
-4% -$413 ﹤0.01% 1512
2024
Q1 		$11K Buy
77
+27
+54% +$3.54K ﹤0.01% 1834
2023
Q4 		$6.45K Hold
50
– – ﹤0.01% 1079
2023
Q3 		$5.9K Hold
50
– – ﹤0.01% 1140
2023
Q2 		$5.89K Hold
50
– – ﹤0.01% 1129
2023
Q1 		$5.12K Hold
50
– – ﹤0.01% 1193
2022
Q4 		$3.98K Hold
50
– – ﹤0.01% 984
2022
Q3 		$3K Buy
+50
New +$4.38K ﹤0.01% 992

Other funds holding OSIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's OSIS Position: Q1 2025 in Review

Avior Wealth Management sold out of OSI Systems (OSIS) in Q1 2025, closing a stake of 74 shares — an estimated $12.4K sold.

Avior Wealth Management first reported a position in OSIS in Q3 2022 and held it in 10 quarters. The position peaked at $12.4K in Q4 2024. 309 funds tracked by Wall St. Rank hold OSIS as of Q1 2025.

  • Avior Wealth Management reported no remaining OSI Systems position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 74 OSI Systems shares in Q1 2025, an estimated $12.4K.
  • Avior Wealth Management first reported a position in OSI Systems in Q3 2022 and held it in 10 quarters.
  • Avior Wealth Management's OSI Systems position peaked at $12.4K in Q4 2024.
  • 309 funds tracked by Wall St. Rank held OSI Systems as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.