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Cascade Investment Advisors’s OSI Systems OSIS Stock Holding History

Cascade Investment 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
Q2 		$2.03M Sell
9,263
-55
-0.6% -$13.5K 1.11% 28
2026
Q1 		$2.47M Sell
9,318
-45
-0.5% -$12.4K 1.46% 17
2025
Q4 		$2.39M Sell
9,363
-205
-2% -$53.5K 1.4% 17
2025
Q3 		$2.38M Sell
9,568
-20
-0.2% -$4.57K 1.44% 15
2025
Q2 		$2.16M Sell
9,588
-975
-9% -$208K 1.38% 18
2025
Q1 		$2.05M Sell
10,563
-163
-2% -$31K 1.39% 17
2024
Q4 		$1.8M Buy
10,726
+481
+5% +$76.2K 1.15% 26
2024
Q3 		$1.56M Buy
+10,245
New +$1.47M 0.99% 44

Other funds holding OSIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cascade Investment Advisors's OSIS Position: Q2 2026 in Review

Cascade Investment Advisors reduced its OSI Systems (OSIS) stake by 0.59% in Q2 2026, selling an estimated $13.5K and leaving 9,263 shares worth $2.03M. The position accounts for 1.11% of the portfolio, ranked #28.

Cascade Investment Advisors first reported a position in OSIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.47M in Q1 2026. 65 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Cascade Investment Advisors held 9,263 shares of OSI Systems worth $2.03M as of Q2 2026.
  • Cascade Investment Advisors sold 55 OSI Systems shares in Q2 2026, an estimated $13.5K.
  • OSI Systems made up 1.11% of Cascade Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Cascade Investment Advisors first reported a position in OSI Systems in Q3 2024 and has held it in 8 quarters since.
  • Cascade Investment Advisors's OSI Systems position peaked at $2.47M in Q1 2026.
  • 65 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.