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Bay Harbor Wealth Management’s OSI Systems OSIS Stock Holding History

Bay Harbor 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
2026
Q2 		$219 Hold
1
– – ﹤0.01% 1172
2026
Q1 		$265 Hold
1
– – ﹤0.01% 1116
2025
Q4 		$255 Hold
1
– – ﹤0.01% 1068
2025
Q3 		$249 Buy
+1
New +$228 ﹤0.01% 979

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

Bay Harbor Wealth Management's OSIS Position: Q2 2026 in Review

Bay Harbor Wealth Management held its OSI Systems (OSIS) position steady in Q2 2026 at 1 share worth $219. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Bay Harbor Wealth Management first reported a position in OSIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $265 in Q1 2026. 362 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Bay Harbor Wealth Management held 1 share of OSI Systems worth $219 as of Q2 2026.
  • Bay Harbor Wealth Management left its OSI Systems share count unchanged in Q2 2026.
  • OSI Systems made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1172 holding.
  • Bay Harbor Wealth Management first reported a position in OSI Systems in Q3 2025 and has held it in 4 quarters since.
  • Bay Harbor Wealth Management's OSI Systems position peaked at $265 in Q1 2026.
  • 362 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.