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 Q2	$113K	Buy	516 +16	+3%	+$3.92K	﹤0.01%	1251
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	Hold	500	–	–	﹤0.01%	686
2023 Q3	$59K	Hold	500	–	–	﹤0.01%	664
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Clearstead Advisors's OSIS Position: Q2 2026 in Review

Clearstead Advisors increased its OSI Systems (OSIS) stake by 3.2% in Q2 2026, buying an estimated $3.92K and bringing the position to 516 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Clearstead Advisors first reported a position in OSIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $171K in Q4 2025. 364 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

Clearstead Advisors held 516 shares of OSI Systems worth $113K as of Q2 2026.
Clearstead Advisors bought 16 OSI Systems shares in Q2 2026, an estimated $3.92K.
OSI Systems made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1251 holding.
Clearstead Advisors first reported a position in OSI Systems in Q1 2022 and has held it in 18 quarters since.
Clearstead Advisors's OSI Systems position peaked at $171K in Q4 2025.
364 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.