LPL Financial
OSIS icon

LPL Financial’s OSI Systems OSIS Stock Holding History

LPL Financial’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 		$5.22M Sell
23,880
-829
-3% -$203K ﹤0.01% 2756
2026
Q1 		$6.56M Buy
24,709
+131
+0.5% +$36.2K ﹤0.01% 2395
2025
Q4 		$6.27M Buy
24,578
+1,762
+8% +$460K ﹤0.01% 2344
2025
Q3 		$5.69M Buy
22,816
+6,732
+42% +$1.54M ﹤0.01% 2350
2025
Q2 		$3.62M Buy
16,084
+605
+4% +$129K ﹤0.01% 2573
2025
Q1 		$3.01M Buy
15,479
+6,853
+79% +$1.31M ﹤0.01% 2566
2024
Q4 		$1.44M Buy
+8,626
New +$1.37M ﹤0.01% 3174
2023
Q2 		– Sell
-2,290
Closed -$234K – 4654
2023
Q1 		$234K Buy
+2,290
New +$212K ﹤0.01% 3926

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 $3.37T AUM 44.26% 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

LPL Financial's OSIS Position: Q2 2026 in Review

LPL Financial reduced its OSI Systems (OSIS) stake by 3.4% in Q2 2026, selling an estimated $203K and leaving 23,880 shares worth $5.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

LPL Financial first reported a position in OSIS in Q1 2023 and has held it in 8 quarters since. The position peaked at $6.56M in Q1 2026. 363 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • LPL Financial held 23,880 shares of OSI Systems worth $5.22M as of Q2 2026.
  • LPL Financial sold 829 OSI Systems shares in Q2 2026, an estimated $203K.
  • OSI Systems made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2756 holding.
  • LPL Financial first reported a position in OSI Systems in Q1 2023 and has held it in 8 quarters since.
  • LPL Financial's OSI Systems position peaked at $6.56M in Q1 2026.
  • 363 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.