Covestor
OSIS icon

Covestor’s OSI Systems OSIS Stock Holding History

Covestor’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
Q3 		$2K Buy
12
+10
+500% +$2.13K ﹤0.01% 1987
2026
Q2 		$1K Buy
+2
New +$490 ﹤0.01% 2273
2025
Q4 		– Sell
-44
Closed -$11.5K – 2612
2025
Q3 		$11K Buy
+44
New +$10K 0.01% 1553
2025
Q2 		– Sell
-8
Closed -$1.71K – 2600
2025
Q1 		$2K Buy
8
+1
+14% +$190 ﹤0.01% 1872
2024
Q4 		$1K Sell
7
-253
-97% -$40.1K ﹤0.01% 2100
2024
Q3 		$40K Sell
260
-191
-42% -$27.5K 0.03% 955
2024
Q2 		$62K Sell
451
-30
-6% -$4.14K 0.04% 761
2024
Q1 		$69K Buy
481
+480
+48,000% +$63K 0.04% 746
2023
Q4 		$0 Hold
1
– – ﹤0.01% 2550
2023
Q3 		$0 Sell
1
-79
-99% -$9.5K ﹤0.01% 2537
2023
Q2 		$9K Buy
80
+37
+86% +$4.24K 0.01% 1521
2023
Q1 		$4K Buy
43
+42
+4,200% +$3.89K ﹤0.01% 1616
2022
Q4 		$0 Sell
1
-1
-50% -$81 ﹤0.01% 2448
2022
Q3 		$0 Sell
2
-37
-95% -$3.24K ﹤0.01% 2413
2022
Q2 		$3K Buy
39
+4
+11% +$328 ﹤0.01% 1539
2022
Q1 		$3K Sell
35
-426
-92% -$35.8K ﹤0.01% 1616
2021
Q4 		$43K Buy
+461
New +$43.2K 0.06% 631

Other funds holding OSIS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Covestor's OSIS Position: Q3 2026 in Review

Covestor increased its OSI Systems (OSIS) stake by 500% in Q3 2026, buying an estimated $2.13K and bringing the position to 12 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Covestor first reported a position in OSIS in Q4 2021 and has held it in 17 quarters since. The position peaked at $69K in Q1 2024. 157 funds tracked by Wall St. Rank hold OSIS as of Q3 2026.

  • Covestor held 12 shares of OSI Systems worth $2K as of Q3 2026.
  • Covestor bought 10 OSI Systems shares in Q3 2026, an estimated $2.13K.
  • OSI Systems made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1987 holding.
  • Covestor first reported a position in OSI Systems in Q4 2021 and has held it in 17 quarters since.
  • Covestor's OSI Systems position peaked at $69K in Q1 2024.
  • 157 funds tracked by Wall St. Rank held OSI Systems as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.