Carson Wealth (CWM LLC)’s OSI Systems OSIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $940K | Sell |
3,541
-102
| -3% | -$28.2K | ﹤0.01% | 1573 |
|
|
2025
Q4 | $929K | Sell |
3,643
-884
| -20% | -$231K | ﹤0.01% | 1540 |
|
|
2025
Q3 | $1.13M | Sell |
4,527
-447
| -9% | -$102K | ﹤0.01% | 1341 |
|
|
2025
Q2 | $1.12M | Sell |
4,974
-348
| -7% | -$74.3K | ﹤0.01% | 1195 |
|
|
2025
Q1 | $1.03M | Sell |
5,322
-1,816
| -25% | -$346K | ﹤0.01% | 1107 |
|
|
2024
Q4 | $1.2M | Sell |
7,138
-581
| -8% | -$92.1K | 0.01% | 994 |
|
|
2024
Q3 | $1.17M | Sell |
7,719
-359
| -4% | -$51.6K | 0.01% | 937 |
|
|
2024
Q2 | $1.11M | Sell |
8,078
-1,133
| -12% | -$156K | 0.01% | 838 |
|
|
2024
Q1 | $1.32M | Sell |
9,211
-1,106
| -11% | -$145K | 0.01% | 750 |
|
|
2023
Q4 | $1.33M | Sell |
10,317
-1,104
| -10% | -$131K | 0.01% | 694 |
|
|
2023
Q3 | $1.35M | Sell |
11,421
-1,748
| -13% | -$211K | 0.01% | 635 |
|
|
2023
Q2 | $1.55M | Sell |
13,169
-1,366
| -9% | -$157K | 0.01% | 581 |
|
|
2023
Q1 | $1.49M | Sell |
14,535
-90
| -0.6% | -$8.34K | 0.01% | 542 |
|
|
2022
Q4 | $1.16M | Buy |
14,625
+181
| +1% | +$14.7K | 0.01% | 572 |
|
|
2022
Q3 | $1.04M | Sell |
14,444
-505
| -3% | -$44.2K | 0.01% | 551 |
|
|
2022
Q2 | $1.28M | Sell |
14,949
-588
| -4% | -$48.3K | 0.01% | 505 |
|
|
2022
Q1 | $1.32M | Sell |
15,537
-2,197
| -12% | -$185K | 0.01% | 495 |
|
|
2021
Q4 | $1.65M | Buy |
+17,734
| New | +$1.66M | 0.01% | 475 |
|
|
2021
Q2 | $1.98M | Hold |
19,483
| – | – | 0.02% | 426 |
|
|
2021
Q1 | $1.98M | Hold |
19,483
| – | – | 0.02% | 426 |
|
|
2020
Q4 | $1.98M | Hold |
19,483
| – | – | 0.02% | 426 |
|
|
2020
Q3 | $1.98M | Hold |
19,483
| – | – | 0.02% | 426 |
|
|
2020
Q2 | $1.98M | Hold |
19,483
| – | – | 0.02% | 426 |
|
|
2020
Q1 | $1.98M | Hold |
19,483
| – | – | 0.02% | 426 |
|
|
2019
Q4 | $1.98M | Hold |
19,483
| – | – | 0.02% | 426 |
|
|
2019
Q3 | $1.98M | Hold |
19,483
| – | – | 0.02% | 426 |
|
|
2019
Q2 | $1.98M | Hold |
19,483
| – | – | 0.02% | 426 |
|
|
2019
Q1 | $1.98M | Buy |
19,483
+15,733
| +420% | +$1.32M | 0.02% | 426 |
|
|
2018
Q4 | $275K | Hold |
3,750
| – | – | 0.01% | 539 |
|
|
2018
Q3 | $286K | Hold |
3,750
| – | – | 0.01% | 450 |
|
|
2018
Q2 | $290K | Hold |
3,750
| – | – | 0.01% | 380 |
|
|
2018
Q1 | $245K | Sell |
3,750
-41
| -1% | -$2.66K | 0.01% | 344 |
|
|
2017
Q4 | $244K | Buy |
3,791
+1
| +0% | +$84 | 0.01% | 326 |
|
|
2017
Q3 | $346K | Sell |
3,790
-2
| -0.1% | -$163 | 0.02% | 284 |
|
|
2017
Q2 | $285K | Buy |
3,792
+9
| +0.2% | +$681 | 0.01% | 285 |
|
|
2017
Q1 | $276K | Buy |
+3,783
| New | +$281K | 0.02% | 269 |
|
Other funds holding OSIS
Carson Wealth (CWM LLC)'s OSIS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its OSI Systems (OSIS) stake by 2.8% in Q1 2026, selling an estimated $28.2K and leaving 3,541 shares worth $940K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.
Carson Wealth (CWM LLC) first reported a position in OSIS in Q1 2017 and has held it in 36 quarters since. The position peaked at $1.98M in Q2 2021. 368 funds tracked by Wall St. Rank hold OSIS as of Q1 2026.
- Carson Wealth (CWM LLC) held 3,541 shares of OSI Systems worth $940K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 102 OSI Systems shares in Q1 2026, an estimated $28.2K.
- OSI Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1573 holding.
- Carson Wealth (CWM LLC) first reported a position in OSI Systems in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s OSI Systems position peaked at $1.98M in Q2 2021.
- 368 funds tracked by Wall St. Rank held OSI Systems as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.