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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
Q1 		$10.6K Hold
40
– – ﹤0.01% 417
2025
Q4 		$10.2K Hold
40
– – ﹤0.01% 425
2025
Q3 		$9.97K Hold
40
– – ﹤0.01% 410
2025
Q2 		$8.99K Hold
40
– – ﹤0.01% 421
2025
Q1 		$7.77K Buy
+40
New +$7.62K ﹤0.01% 466

Other funds holding OSIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Cherry Tree Wealth Management's OSIS Position: Q1 2026 in Review

Cherry Tree Wealth Management held its OSI Systems (OSIS) position steady in Q1 2026 at 40 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Cherry Tree Wealth Management first reported a position in OSIS in Q1 2025 and has held it in 5 quarters since. 368 funds tracked by Wall St. Rank hold OSIS as of Q1 2026.

  • Cherry Tree Wealth Management held 40 shares of OSI Systems worth $10.6K as of Q1 2026.
  • Cherry Tree Wealth Management left its OSI Systems share count unchanged in Q1 2026.
  • OSI Systems made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #417 holding.
  • Cherry Tree Wealth Management first reported a position in OSI Systems in Q1 2025 and has held it in 5 quarters since.
  • 368 funds tracked by Wall St. Rank held OSI Systems as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.