Jones Financial Companies
OSIS icon

Jones Financial Companies’s OSI Systems OSIS Stock Holding History

Jones Financial Companies’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 		$356K Sell
1,630
-131
-7% -$32.1K ﹤0.01% 2353
2026
Q1 		$480K Buy
1,761
+1,660
+1,644% +$459K ﹤0.01% 2066
2025
Q4 		$25.8K Buy
101
+4
+4% +$1.04K ﹤0.01% 2829
2025
Q3 		$22.9K Buy
97
+37
+62% +$8.45K ﹤0.01% 2724
2025
Q2 		$13.4K Buy
60
+11
+22% +$2.35K ﹤0.01% 2760
2025
Q1 		$9.47K Buy
49
+7
+17% +$1.33K ﹤0.01% 2732
2024
Q4 		$7.03K Buy
+42
New +$6.66K ﹤0.01% 2655

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 $3.38T AUM 44.17% 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

Jones Financial Companies's OSIS Position: Q2 2026 in Review

Jones Financial Companies reduced its OSI Systems (OSIS) stake by 7.4% in Q2 2026, selling an estimated $32.1K and leaving 1,630 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

Jones Financial Companies first reported a position in OSIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $480K in Q1 2026. 366 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Jones Financial Companies held 1,630 shares of OSI Systems worth $356K as of Q2 2026.
  • Jones Financial Companies sold 131 OSI Systems shares in Q2 2026, an estimated $32.1K.
  • OSI Systems made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2353 holding.
  • Jones Financial Companies first reported a position in OSI Systems in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's OSI Systems position peaked at $480K in Q1 2026.
  • 366 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.