KAS
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Kestra Advisory Services’s OSI Systems OSIS Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,501
Closed -$383K – 4011
2025
Q4 		$383K Buy
1,501
+245
+20% +$64K ﹤0.01% 2343
2025
Q3 		$313K Buy
1,256
+165
+15% +$37.7K ﹤0.01% 2411
2025
Q2 		$245K Buy
+1,091
New +$233K ﹤0.01% 2515

Other funds holding OSIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kestra Advisory Services's OSIS Position: Q1 2026 in Review

Kestra Advisory Services sold out of OSI Systems (OSIS) in Q1 2026, closing a stake of 1,501 shares — an estimated $383K sold.

Kestra Advisory Services first reported a position in OSIS in Q2 2025 and held it in 3 quarters. The position peaked at $383K in Q4 2025. 368 funds tracked by Wall St. Rank hold OSIS as of Q1 2026.

  • Kestra Advisory Services reported no remaining OSI Systems position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,501 OSI Systems shares in Q1 2026, an estimated $383K.
  • Kestra Advisory Services first reported a position in OSI Systems in Q2 2025 and held it in 3 quarters.
  • Kestra Advisory Services's OSI Systems position peaked at $383K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held OSI Systems as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.