Cherry Tree Wealth Management
OSIS icon

Cherry Tree Wealth Management’s OSI Systems OSIS Stock Holding History

Cherry Tree Wealth Management’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
Q3 		$7.78K Hold
40
– – ﹤0.01% 457
2026
Q2 		$8.75K Hold
40
– – ﹤0.01% 456
2026
Q1 		$10.6K Hold
40
– – ﹤0.01% 417
2025
Q4 		$10.2K Hold
40
– – ﹤0.01% 425
2025
Q3 		$10K Hold
40
– – ﹤0.01% 410
2025
Q2 		$9K Hold
40
– – ﹤0.01% 421
2025
Q1 		$7.77K Buy
+40
New +$7.62K ﹤0.01% 466

Other funds holding OSIS

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Cherry Tree Wealth Management's OSIS Position: Q3 2026 in Review

Cherry Tree Wealth Management held its OSI Systems (OSIS) position steady in Q3 2026 at 40 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Cherry Tree Wealth Management first reported a position in OSIS in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.6K in Q1 2026. 77 funds tracked by Wall St. Rank hold OSIS as of Q3 2026.

  • Cherry Tree Wealth Management held 40 shares of OSI Systems worth $7.78K as of Q3 2026.
  • Cherry Tree Wealth Management left its OSI Systems share count unchanged in Q3 2026.
  • OSI Systems made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #457 holding.
  • Cherry Tree Wealth Management first reported a position in OSI Systems in Q1 2025 and has held it in 7 quarters since.
  • Cherry Tree Wealth Management's OSI Systems position peaked at $10.6K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held OSI Systems as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.