PCS
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Personal CFO Solutions’s OSI Systems OSIS Stock Holding History

Personal CFO Solutions’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 		$354K Buy
1,617
+3
+0.2% +$735 0.05% 346
2026
Q1 		$429K Buy
1,614
+118
+8% +$32.6K 0.06% 276
2025
Q4 		$382K Buy
1,496
+279
+23% +$72.9K 0.06% 291
2025
Q3 		$303K Buy
1,217
+212
+21% +$48.4K 0.05% 347
2025
Q2 		$226K Buy
+1,005
New +$215K 0.04% 432

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

Personal CFO Solutions's OSIS Position: Q2 2026 in Review

Personal CFO Solutions increased its OSI Systems (OSIS) stake by 0.19% in Q2 2026, buying an estimated $735 and bringing the position to 1,617 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #346.

Personal CFO Solutions first reported a position in OSIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $429K in Q1 2026. 364 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Personal CFO Solutions held 1,617 shares of OSI Systems worth $354K as of Q2 2026.
  • Personal CFO Solutions bought 3 OSI Systems shares in Q2 2026, an estimated $735.
  • OSI Systems made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #346 holding.
  • Personal CFO Solutions first reported a position in OSI Systems in Q2 2025 and has held it in 5 quarters since.
  • Personal CFO Solutions's OSI Systems position peaked at $429K in Q1 2026.
  • 364 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.