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Pinnacle Wealth Management’s OSI Systems OSIS Stock Holding History

Pinnacle Wealth Management’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
Q2 		– Sell
-3,275
Closed -$636K – 56
2025
Q1 		$636K Buy
+3,275
New +$624K 0.72% 36

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Management's OSIS Position: Q2 2025 in Review

Pinnacle Wealth Management sold out of OSI Systems (OSIS) in Q2 2025, closing a stake of 3,275 shares — an estimated $636K sold.

Pinnacle Wealth Management first reported a position in OSIS in Q1 2025 and held it in 1 quarter. The position peaked at $636K in Q1 2025. 339 funds tracked by Wall St. Rank hold OSIS as of Q2 2025.

  • Pinnacle Wealth Management reported no remaining OSI Systems position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 3,275 OSI Systems shares in Q2 2025, an estimated $636K.
  • Pinnacle Wealth Management first reported a position in OSI Systems in Q1 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management's OSI Systems position peaked at $636K in Q1 2025.
  • 339 funds tracked by Wall St. Rank held OSI Systems as of Q2 2025.

Based on Pinnacle Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.