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JFS Wealth Advisors’s OSI Systems OSIS Stock Holding History

JFS 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 		$3.94K Buy
18
+4
+29% +$980 ﹤0.01% 1376
2026
Q1 		$3.72K Hold
14
– – ﹤0.01% 1298
2025
Q4 		$3.57K Buy
14
+4
+40% +$1.04K ﹤0.01% 1370
2025
Q3 		$2.49K Hold
10
– – ﹤0.01% 1379
2025
Q2 		$2.25K Hold
10
– – ﹤0.01% 1364
2025
Q1 		$1.94K Hold
10
– – ﹤0.01% 1478
2024
Q4 		$1.68K Buy
10
+3
+43% +$476 ﹤0.01% 1543
2024
Q3 		$1.06K Hold
7
– – ﹤0.01% 1684
2024
Q2 		$963 Buy
7
+5
+250% +$689 ﹤0.01% 1674
2024
Q1 		$286 Hold
2
– – ﹤0.01% 1865
2023
Q4 		$259 Sell
2
-1
-33% -$119 ﹤0.01% 1877
2023
Q3 		$355 Buy
+3
New +$362 ﹤0.01% 1792

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

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

JFS Wealth Advisors increased its OSI Systems (OSIS) stake by 29% in Q2 2026, buying an estimated $980 and bringing the position to 18 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

JFS Wealth Advisors first reported a position in OSIS in Q3 2023 and has held it in 12 quarters since. 362 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • JFS Wealth Advisors held 18 shares of OSI Systems worth $3.94K as of Q2 2026.
  • JFS Wealth Advisors bought 4 OSI Systems shares in Q2 2026, an estimated $980.
  • OSI Systems made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1376 holding.
  • JFS Wealth Advisors first reported a position in OSI Systems in Q3 2023 and has held it in 12 quarters since.
  • 362 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.