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Heck Capital Advisors’s OSI Systems OSIS Stock Holding History

Heck Capital 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
2025
Q2 		– Sell
-110
Closed -$21.4K – 235
2025
Q1 		$21.4K Hold
110
– – ﹤0.01% 192
2024
Q4 		$18.4K Buy
+110
New +$17.4K ﹤0.01% 202

Other funds holding OSIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heck Capital Advisors's OSIS Position: Q2 2025 in Review

Heck Capital Advisors sold out of OSI Systems (OSIS) in Q2 2025, closing a stake of 110 shares — an estimated $21.4K sold.

Heck Capital Advisors first reported a position in OSIS in Q4 2024 and held it in 2 quarters. The position peaked at $21.4K in Q1 2025. 339 funds tracked by Wall St. Rank hold OSIS as of Q2 2025.

  • Heck Capital Advisors reported no remaining OSI Systems position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 110 OSI Systems shares in Q2 2025, an estimated $21.4K.
  • Heck Capital Advisors first reported a position in OSI Systems in Q4 2024 and held it in 2 quarters.
  • Heck Capital Advisors's OSI Systems position peaked at $21.4K in Q1 2025.
  • 339 funds tracked by Wall St. Rank held OSI Systems as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.