Creative Financial Designs’s OSI Systems OSIS Stock Holding History

Creative Financial Designs’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 Q2	–	Sell	-7	Closed	-$1.36K	–	2127
2025 Q1	$1.36K	Buy	+7	New	+$1.33K	﹤0.01%	1725
2021 Q4	–	Sell	-204	Closed	-$19K	–	1370
2021 Q3	$19K	Hold	204	–	–	﹤0.01%	876
2021 Q2	$21K	Hold	204	–	–	﹤0.01%	840
2021 Q1	$20K	Hold	204	–	–	﹤0.01%	788
2020 Q4	$19K	Hold	204	–	–	﹤0.01%	733
2020 Q3	$16K	Hold	204	–	–	﹤0.01%	710
2020 Q2	$15K	Buy	+204	New	+$14.9K	﹤0.01%	661

Other funds holding OSIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Financial Designs's OSIS Position: Q2 2025 in Review

Creative Financial Designs sold out of OSI Systems (OSIS) in Q2 2025, closing a stake of 7 shares — an estimated $1.36K sold.

Creative Financial Designs first reported a position in OSIS in Q2 2020 and held it in 7 quarters. The position peaked at $21K in Q2 2021. 339 funds tracked by Wall St. Rank hold OSIS as of Q2 2025.

Creative Financial Designs reported no remaining OSI Systems position as of Q2 2025 after selling out during the quarter.
Creative Financial Designs sold 7 OSI Systems shares in Q2 2025, an estimated $1.36K.
Creative Financial Designs first reported a position in OSI Systems in Q2 2020 and held it in 7 quarters.
Creative Financial Designs's OSI Systems position peaked at $21K in Q2 2021.
339 funds tracked by Wall St. Rank held OSI Systems as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.