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High Note Wealth’s OSI Systems OSIS Stock Holding History

High Note Wealth’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
-8
Closed -$2.12K – 999
2026
Q1 		$2.12K Sell
8
-6
-43% -$1.66K ﹤0.01% 773
2025
Q4 		$3.57K Buy
14
+5
+56% +$1.31K ﹤0.01% 630
2025
Q3 		$2.24K Sell
9
-8
-47% -$1.83K ﹤0.01% 664
2025
Q2 		$3.82K Buy
17
+8
+89% +$1.71K ﹤0.01% 545
2025
Q1 		$1.75K Buy
+9
New +$1.71K ﹤0.01% 694

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

High Note Wealth's OSIS Position: Q2 2026 in Review

High Note Wealth sold out of OSI Systems (OSIS) in Q2 2026, closing a stake of 8 shares — an estimated $2.12K sold.

High Note Wealth first reported a position in OSIS in Q1 2025 and held it in 5 quarters. The position peaked at $3.82K in Q2 2025. 364 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • High Note Wealth reported no remaining OSI Systems position as of Q2 2026 after selling out during the quarter.
  • High Note Wealth sold 8 OSI Systems shares in Q2 2026, an estimated $2.12K.
  • High Note Wealth first reported a position in OSI Systems in Q1 2025 and held it in 5 quarters.
  • High Note Wealth's OSI Systems position peaked at $3.82K in Q2 2025.
  • 364 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.