DiNuzzo Private Wealth’s OSI Systems OSIS Stock Holding History

DiNuzzo 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	$219	Sell	1 -2	-67%	-$490	﹤0.01%	1244
2026 Q1	$797	Hold	3	–	–	﹤0.01%	943
2025 Q4	$766	Hold	3	–	–	﹤0.01%	956
2025 Q3	$691	Sell	3 -1	-25%	-$228	﹤0.01%	1005
2025 Q2	$900	Buy	+4	New	+$854	﹤0.01%	886
2025 Q1	–	Sell	-3	Closed	-$503	–	1409
2024 Q4	$503	Buy	3 +2	+200%	+$317	﹤0.01%	1083
2024 Q3	$152	Hold	1	–	–	﹤0.01%	1329
2024 Q2	$138	Buy	+1	New	+$138	﹤0.01%	1308

Other funds holding OSIS

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return