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LGT Financial Advisors’s OSI Systems OSIS Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-43
Closed -$7.2K – 604
2024
Q4 		$7.2K Hold
43
– – 0.02% 492
2024
Q3 		$6.53K Hold
43
– – 0.02% 484
2024
Q2 		$5.91K Hold
43
– – 0.01% 566
2024
Q1 		$6.14K Hold
43
– – 0.01% 588
2023
Q4 		$5.55K Hold
43
– – 0.01% 612
2023
Q3 		$5.08K Buy
+43
New +$5.18K 0.01% 615

Other funds holding OSIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LGT Financial Advisors's OSIS Position: Q1 2025 in Review

LGT Financial Advisors sold out of OSI Systems (OSIS) in Q1 2025, closing a stake of 43 shares — an estimated $7.2K sold.

LGT Financial Advisors first reported a position in OSIS in Q3 2023 and held it in 6 quarters. The position peaked at $7.2K in Q4 2024. 309 funds tracked by Wall St. Rank hold OSIS as of Q1 2025.

  • LGT Financial Advisors reported no remaining OSI Systems position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 43 OSI Systems shares in Q1 2025, an estimated $7.2K.
  • LGT Financial Advisors first reported a position in OSI Systems in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's OSI Systems position peaked at $7.2K in Q4 2024.
  • 309 funds tracked by Wall St. Rank held OSI Systems as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.