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Concurrent Investment Advisors’s OSI Systems OSIS Stock Holding History

Concurrent Investment 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 		$994K Sell
4,546
-224
-5% -$54.9K 0.01% 1012
2026
Q1 		$1.27M Buy
4,770
+478
+11% +$132K 0.01% 786
2025
Q4 		$1.09M Buy
+4,292
New +$1.12M 0.01% 782

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
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Concurrent Investment Advisors's OSIS Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its OSI Systems (OSIS) stake by 4.7% in Q2 2026, selling an estimated $54.9K and leaving 4,546 shares worth $994K. The position accounts for 0.01% of the portfolio, ranked #1012.

Concurrent Investment Advisors first reported a position in OSIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q1 2026. 362 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Concurrent Investment Advisors held 4,546 shares of OSI Systems worth $994K as of Q2 2026.
  • Concurrent Investment Advisors sold 224 OSI Systems shares in Q2 2026, an estimated $54.9K.
  • OSI Systems made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1012 holding.
  • Concurrent Investment Advisors first reported a position in OSI Systems in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's OSI Systems position peaked at $1.27M in Q1 2026.
  • 362 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.