Montag & Associates’s OSI Systems OSIS Stock Holding History

Montag & Associates’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 Q4	–	Sell	-4	Closed	-$997	–	1102
2025 Q3	$997	Buy	+4	New	+$913	﹤0.01%	1015

Other funds holding OSIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Montag & Associates's OSIS Position: Q4 2025 in Review

Montag & Associates sold out of OSI Systems (OSIS) in Q4 2025, closing a stake of 4 shares — an estimated $997 sold.

Montag & Associates first reported a position in OSIS in Q3 2025 and held it in 1 quarter. The position peaked at $997 in Q3 2025. 358 funds tracked by Wall St. Rank hold OSIS as of Q4 2025.

Montag & Associates reported no remaining OSI Systems position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 4 OSI Systems shares in Q4 2025, an estimated $997.
Montag & Associates first reported a position in OSI Systems in Q3 2025 and held it in 1 quarter.
Montag & Associates's OSI Systems position peaked at $997 in Q3 2025.
358 funds tracked by Wall St. Rank held OSI Systems as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.