GeoWealth Management’s OSI Systems OSIS Stock Holding History

GeoWealth 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
2025 Q1	–	Sell	-30	Closed	-$5.02K	–	1571
2024 Q4	$5.02K	Buy	+30	New	+$4.76K	﹤0.01%	1552

Other funds holding OSIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's OSIS Position: Q1 2025 in Review

GeoWealth Management sold out of OSI Systems (OSIS) in Q1 2025, closing a stake of 30 shares — an estimated $5.02K sold.

GeoWealth Management first reported a position in OSIS in Q4 2024 and held it in 1 quarter. The position peaked at $5.02K in Q4 2024. 309 funds tracked by Wall St. Rank hold OSIS as of Q1 2025.

GeoWealth Management reported no remaining OSI Systems position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 30 OSI Systems shares in Q1 2025, an estimated $5.02K.
GeoWealth Management first reported a position in OSI Systems in Q4 2024 and held it in 1 quarter.
GeoWealth Management's OSI Systems position peaked at $5.02K in Q4 2024.
309 funds tracked by Wall St. Rank held OSI Systems as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.