Clearstead Trust’s OSI Systems OSIS Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-3	Closed	-$748	–	1368
2025 Q3	$748	Hold	3	–	–	﹤0.01%	1297
2025 Q2	$675	Buy	+3	New	+$640	﹤0.01%	1263

Other funds holding OSIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Clearstead Trust's OSIS Position: Q4 2025 in Review

Clearstead Trust sold out of OSI Systems (OSIS) in Q4 2025, closing a stake of 3 shares — an estimated $748 sold.

Clearstead Trust first reported a position in OSIS in Q2 2025 and held it in 2 quarters. The position peaked at $748 in Q3 2025. 358 funds tracked by Wall St. Rank hold OSIS as of Q4 2025.

Clearstead Trust reported no remaining OSI Systems position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 3 OSI Systems shares in Q4 2025, an estimated $748.
Clearstead Trust first reported a position in OSI Systems in Q2 2025 and held it in 2 quarters.
Clearstead Trust's OSI Systems position peaked at $748 in Q3 2025.
358 funds tracked by Wall St. Rank held OSI Systems as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.