CAPTRUST Financial Advisors
OSIS icon

CAPTRUST Financial Advisors’s OSI Systems OSIS Stock Holding History

CAPTRUST Financial Advisors’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 		$249K Buy
936
+16
+2% +$4.42K ﹤0.01% 2530
2025
Q4 		$235K Sell
920
-227
-20% -$59.3K ﹤0.01% 2421
2025
Q3 		$286K Buy
+1,147
New +$262K ﹤0.01% 2199
2022
Q3 		– Sell
-688
Closed -$59K – 3409
2022
Q2 		$59K Sell
688
-30
-4% -$2.46K ﹤0.01% 2613
2022
Q1 		$61K Buy
718
+541
+306% +$45.5K ﹤0.01% 2650
2021
Q4 		$16K Buy
177
+30
+20% +$2.81K ﹤0.01% 3445
2021
Q3 		$14K Sell
147
-33
-18% -$3.21K ﹤0.01% 3404
2021
Q2 		$18K Buy
180
+53
+42% +$5.16K ﹤0.01% 3177
2021
Q1 		$12K Buy
127
+92
+263% +$8.73K ﹤0.01% 3342
2020
Q4 		$3K Buy
35
+25
+250% +$2.14K ﹤0.01% 3020
2020
Q3 		$1K Buy
+10
New +$746 ﹤0.01% 2934
2019
Q3 		– Sell
-183
Closed -$21K – 2002
2019
Q2 		$21K Hold
183
– – ﹤0.01% 1261
2019
Q1 		$16K Buy
+183
New +$15.3K ﹤0.01% 1248
2018
Q4 		– Sell
-179
Closed -$14K – 1649
2018
Q3 		$14K Sell
179
-14
-7% -$1.09K ﹤0.01% 1132
2018
Q2 		$15K Hold
193
– – ﹤0.01% 1050
2018
Q1 		$12K Buy
193
+24
+14% +$1.56K ﹤0.01% 985
2017
Q4 		$11K Buy
+169
New +$14.2K ﹤0.01% 962

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VPM
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Janus Henderson Group
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VCM
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Mawer Investment Management
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State Street
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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