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

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return