Clearstead Advisors’s OSI Systems OSIS Stock Holding History

Clearstead 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	$133K	Sell	500 -169	-25%	-$46.7K	﹤0.01%	1075
2025 Q4	$171K	Buy	669 +96	+17%	+$25.1K	﹤0.01%	965
2025 Q3	$143K	Sell	573 -3	-0.5%	-$685	﹤0.01%	952
2025 Q2	$130K	Buy	576 +76	+15%	+$16.2K	﹤0.01%	992
2025 Q1	$97.2K	Hold	500	–	–	﹤0.01%	1007
2024 Q4	$83.7K	Hold	500	–	–	﹤0.01%	1060
2024 Q3	$75.9K	Hold	500	–	–	﹤0.01%	1102
2024 Q2	$68.8K	Hold	500	–	–	﹤0.01%	1086
2024 Q1	$68.1K	Hold	500	–	–	﹤0.01%	693
2023 Q4	$64.5K	Sell	500 -500	-50%	-$59.5K	﹤0.01%	686
2023 Q3	$118K	Buy	1,000 +500	+100%	+$60.3K	﹤0.01%	686
2023 Q2	$58.9K	Hold	500	–	–	﹤0.01%	696
2023 Q1	$51.2K	Hold	500	–	–	﹤0.01%	660
2022 Q4	$39.8K	Hold	500	–	–	﹤0.01%	663
2022 Q3	$36K	Hold	500	–	–	﹤0.01%	672
2022 Q2	$43K	Hold	500	–	–	﹤0.01%	650
2022 Q1	$43K	Buy	+500	New	+$42K	﹤0.01%	713

Other funds holding OSIS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return