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 Q2	$298K	Sell	1,362 -243	-15%	-$59.5K	0.01%	805
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors's OSIS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its OSI Systems (OSIS) stake by 15% in Q2 2026, selling an estimated $59.5K and leaving 1,362 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #805.

EverSource Wealth Advisors first reported a position in OSIS in Q4 2021 and has held it in 16 quarters since. The position peaked at $426K in Q1 2026. 365 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

EverSource Wealth Advisors held 1,362 shares of OSI Systems worth $298K as of Q2 2026.
EverSource Wealth Advisors sold 243 OSI Systems shares in Q2 2026, an estimated $59.5K.
OSI Systems made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #805 holding.
EverSource Wealth Advisors first reported a position in OSI Systems in Q4 2021 and has held it in 16 quarters since.
EverSource Wealth Advisors's OSI Systems position peaked at $426K in Q1 2026.
365 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.