Corient Private Wealth
OSIS icon

Corient Private Wealth’s OSI Systems OSIS Stock Holding History

Corient Private Wealth’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 		– Sell
-1,319
Closed -$350K – 3104
2026
Q1 		$350K Sell
1,319
-75
-5% -$20.7K ﹤0.01% 2240
2025
Q4 		$356K Buy
1,394
+30
+2% +$7.84K ﹤0.01% 2057
2025
Q3 		$340K Buy
1,364
+15
+1% +$3.42K ﹤0.01% 2048
2025
Q2 		$303K Sell
1,349
-3,909
-74% -$834K ﹤0.01% 1980
2025
Q1 		$1.02M Sell
5,258
-160
-3% -$30.5K ﹤0.01% 1269
2024
Q4 		$907K Buy
+5,418
New +$859K ﹤0.01% 1358

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

Corient Private Wealth's OSIS Position: Q2 2026 in Review

Corient Private Wealth sold out of OSI Systems (OSIS) in Q2 2026, closing a stake of 1,319 shares — an estimated $350K sold.

Corient Private Wealth first reported a position in OSIS in Q4 2024 and held it in 6 quarters. The position peaked at $1.02M in Q1 2025. 361 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Corient Private Wealth reported no remaining OSI Systems position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 1,319 OSI Systems shares in Q2 2026, an estimated $350K.
  • Corient Private Wealth first reported a position in OSI Systems in Q4 2024 and held it in 6 quarters.
  • Corient Private Wealth's OSI Systems position peaked at $1.02M in Q1 2025.
  • 361 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.