EWA
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EverSource Wealth Advisors’s OSI Systems OSIS Stock Holding History

EverSource Wealth Advisors’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
Q1 		$426K Buy
1,605
+130
+9% +$35.9K 0.01% 671
2025
Q4 		$376K Buy
1,475
+82
+6% +$21.4K 0.01% 647
2025
Q3 		$347K Sell
1,393
-45
-3% -$10.3K 0.01% 656
2025
Q2 		$323K Buy
1,438
+24
+2% +$5.12K 0.01% 638
2025
Q1 		$275K Buy
1,414
+35
+3% +$6.67K 0.02% 552
2024
Q4 		$231K Buy
1,379
+45
+3% +$7.13K 0.01% 606
2024
Q3 		$203K Buy
1,334
+3
+0.2% +$431 0.01% 551
2024
Q2 		$197K Buy
1,331
+934
+235% +$129K 0.01% 563
2024
Q1 		$52.2K Buy
397
+27
+7% +$3.54K ﹤0.01% 970
2023
Q4 		$47.7K Hold
370
– – ﹤0.01% 919
2023
Q3 		$43.7K Hold
370
– – ﹤0.01% 864
2023
Q2 		$43.6K Buy
+370
New +$42.5K ﹤0.01% 887
2022
Q4 		– Sell
-37
Closed -$3K – 2391
2022
Q3 		$3K Sell
37
-133
-78% -$11.7K ﹤0.01% 1564
2022
Q2 		$15K Buy
+170
New +$13.9K ﹤0.01% 914
2022
Q1 		– Sell
-183
Closed -$17K – 1806
2021
Q4 		$17K Buy
+183
New +$17.2K ﹤0.01% 751

Other funds holding OSIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

EverSource Wealth Advisors's OSIS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its OSI Systems (OSIS) stake by 8.8% in Q1 2026, buying an estimated $35.9K and bringing the position to 1,605 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #671.

EverSource Wealth Advisors first reported a position in OSIS in Q4 2021 and has held it in 15 quarters since. 368 funds tracked by Wall St. Rank hold OSIS as of Q1 2026.

  • EverSource Wealth Advisors held 1,605 shares of OSI Systems worth $426K as of Q1 2026.
  • EverSource Wealth Advisors bought 130 OSI Systems shares in Q1 2026, an estimated $35.9K.
  • OSI Systems made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #671 holding.
  • EverSource Wealth Advisors first reported a position in OSI Systems in Q4 2021 and has held it in 15 quarters since.
  • 368 funds tracked by Wall St. Rank held OSI Systems as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.