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Evergreen Capital Management’s OSI Systems OSIS Stock Holding History

Evergreen Capital Management’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
-833
Closed -$221K – 1636
2026
Q1 		$221K Sell
833
-132
-14% -$36.5K ﹤0.01% 1327
2025
Q4 		$246K Buy
965
+132
+16% +$34.5K 0.01% 1171
2025
Q3 		$208K Buy
+833
New +$190K ﹤0.01% 1212

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

Evergreen Capital Management's OSIS Position: Q2 2026 in Review

Evergreen Capital Management sold out of OSI Systems (OSIS) in Q2 2026, closing a stake of 833 shares — an estimated $221K sold.

Evergreen Capital Management first reported a position in OSIS in Q3 2025 and held it in 3 quarters. The position peaked at $246K in Q4 2025. 361 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Evergreen Capital Management reported no remaining OSI Systems position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 833 OSI Systems shares in Q2 2026, an estimated $221K.
  • Evergreen Capital Management first reported a position in OSI Systems in Q3 2025 and held it in 3 quarters.
  • Evergreen Capital Management's OSI Systems position peaked at $246K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.