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Cape Investment Advisory’s OSI Systems OSIS Stock Holding History

Cape Investment Advisory’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 Buy
+8
New +$1.96K ﹤0.01% 1259
2026
Q1 		– Sell
-10
Closed -$2.55K – 887
2025
Q4 		$2.55K Buy
+10
New +$2.61K ﹤0.01% 1056
2025
Q1 		– Sell
-55
Closed -$9.21K – 1178
2024
Q4 		$9.21K Sell
55
-75
-58% -$11.9K ﹤0.01% 603
2024
Q3 		$19.7K Buy
+130
New +$18.7K 0.01% 464
2024
Q2 		– Sell
-440
Closed -$62.8K – 967
2024
Q1 		$62.8K Buy
+440
New +$57.8K 0.03% 272

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

Cape Investment Advisory's OSIS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in OSI Systems (OSIS) in Q2 2026: 8 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #1259 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in OSIS as recently as Q4 2025.

Cape Investment Advisory first reported a position in OSIS in Q1 2024 and has held it in 5 quarters since. The position peaked at $62.8K in Q1 2024. 366 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Cape Investment Advisory held 8 shares of OSI Systems worth $1.75K as of Q2 2026.
  • OSI Systems was a new Cape Investment Advisory position in Q2 2026.
  • OSI Systems made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1259 holding.
  • Cape Investment Advisory first reported a position in OSI Systems in Q1 2024 and has held it in 5 quarters since.
  • Cape Investment Advisory's OSI Systems position peaked at $62.8K in Q1 2024.
  • 366 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.