Creative Planning
OSIS icon

Creative Planning’s OSI Systems OSIS Stock Holding History

Creative Planning’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 		$1.91M Sell
8,750
-4,556
-34% -$1.12M ﹤0.01% 2122
2026
Q1 		$3.53M Buy
13,306
+2,376
+22% +$657K ﹤0.01% 1438
2025
Q4 		$2.79M Buy
10,930
+2,454
+29% +$641K ﹤0.01% 1437
2025
Q3 		$2.11M Buy
8,476
+1,144
+16% +$261K ﹤0.01% 1499
2025
Q2 		$1.65M Buy
7,332
+1,941
+36% +$414K ﹤0.01% 1472
2025
Q1 		$1.05M Buy
5,391
+2,546
+89% +$485K ﹤0.01% 1682
2024
Q4 		$476K Buy
2,845
+240
+9% +$38K ﹤0.01% 2268
2024
Q3 		$396K Buy
2,605
+926
+55% +$133K ﹤0.01% 2303
2024
Q2 		$231K Buy
1,679
+85
+5% +$11.7K ﹤0.01% 2574
2024
Q1 		$228K Buy
+1,594
New +$209K ﹤0.01% 2479
2017
Q3 		– Sell
-38
Closed -$3K – 3144
2017
Q2 		$3K Sell
38
-77
-67% -$5.83K ﹤0.01% 4192
2017
Q1 		$8K Buy
115
+79
+219% +$5.87K ﹤0.01% 3729
2016
Q4 		$3K Buy
36
+8
+29% +$577 ﹤0.01% 4160
2016
Q3 		$2K Sell
28
-14
-33% -$882 ﹤0.01% 4240
2016
Q2 		$2K Hold
42
– – ﹤0.01% 4034
2016
Q1 		$3K Sell
42
-200
-83% -$13.2K ﹤0.01% 3825
2015
Q4 		$21K Buy
242
+14
+6% +$1.23K ﹤0.01% 2814
2015
Q3 		$18K Buy
+228
New +$16.5K ﹤0.01% 2809
2015
Q2 		– Sell
-228
Closed -$17K – 2412
2015
Q1 		$17K Hold
228
– – ﹤0.01% 2846
2014
Q4 		$16K Buy
228
+200
+714% +$13.6K ﹤0.01% 2818
2014
Q3 		$2K Hold
28
– – ﹤0.01% 3681
2014
Q2 		$2K Hold
28
– – ﹤0.01% 3523
2014
Q1 		$2K Sell
28
-25
-47% -$1.5K ﹤0.01% 3380
2013
Q4 		$3K Hold
53
– – ﹤0.01% 3007
2013
Q3 		$4K Hold
53
– – ﹤0.01% 2804
2013
Q2 		$3K Buy
+53
New +$3.09K ﹤0.01% 2720

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

Creative Planning's OSIS Position: Q2 2026 in Review

Creative Planning reduced its OSI Systems (OSIS) stake by 34% in Q2 2026, selling an estimated $1.12M and leaving 8,750 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

Creative Planning first reported a position in OSIS in Q2 2013 and has held it in 26 quarters since. The position peaked at $3.53M in Q1 2026. 364 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Creative Planning held 8,750 shares of OSI Systems worth $1.91M as of Q2 2026.
  • Creative Planning sold 4,556 OSI Systems shares in Q2 2026, an estimated $1.12M.
  • OSI Systems made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2122 holding.
  • Creative Planning first reported a position in OSI Systems in Q2 2013 and has held it in 26 quarters since.
  • Creative Planning's OSI Systems position peaked at $3.53M in Q1 2026.
  • 364 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.