Carolina Wealth Advisors’s OSI Systems OSIS Stock Holding History

Carolina Wealth 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	–	Sell	-8	Closed	-$2.04K	–	316
2025 Q4	$2.04K	Buy	+8	New	+$2.09K	﹤0.01%	232

Other funds holding OSIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Carolina Wealth Advisors's OSIS Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of OSI Systems (OSIS) in Q1 2026, closing a stake of 8 shares — an estimated $2.04K sold.

Carolina Wealth Advisors first reported a position in OSIS in Q4 2025 and held it in 1 quarter. The position peaked at $2.04K in Q4 2025. 368 funds tracked by Wall St. Rank hold OSIS as of Q1 2026.

Carolina Wealth Advisors reported no remaining OSI Systems position as of Q1 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 8 OSI Systems shares in Q1 2026, an estimated $2.04K.
Carolina Wealth Advisors first reported a position in OSI Systems in Q4 2025 and held it in 1 quarter.
Carolina Wealth Advisors's OSI Systems position peaked at $2.04K in Q4 2025.
368 funds tracked by Wall St. Rank held OSI Systems as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.