JFS Wealth Advisors
OSIS icon

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
Q3 		$3.3K Sell
17
-1
-6% -$213 ﹤0.01% 1401
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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

JFS Wealth Advisors's OSIS Position: Q3 2026 in Review

JFS Wealth Advisors reduced its OSI Systems (OSIS) stake by 5.6% in Q3 2026, selling an estimated $213 and leaving 17 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

JFS Wealth Advisors first reported a position in OSIS in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.94K in Q2 2026. 253 funds tracked by Wall St. Rank hold OSIS as of Q3 2026.

  • JFS Wealth Advisors held 17 shares of OSI Systems worth $3.3K as of Q3 2026.
  • JFS Wealth Advisors sold 1 OSI Systems share in Q3 2026, an estimated $213.
  • OSI Systems made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1401 holding.
  • JFS Wealth Advisors first reported a position in OSI Systems in Q3 2023 and has held it in 13 quarters since.
  • JFS Wealth Advisors's OSI Systems position peaked at $3.94K in Q2 2026.
  • 253 funds tracked by Wall St. Rank held OSI Systems as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.