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Pinnacle Wealth Planning Services’s OSI Systems OSIS Stock Holding History

Pinnacle Wealth Planning Services’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 		$158K Sell
723
-68
-9% -$16.7K 0.02% 632
2026
Q1 		$210K Buy
791
+126
+19% +$34.8K 0.02% 462
2025
Q4 		$170K Buy
+665
New +$174K 0.02% 528
2021
Q1 		– Sell
-450
Closed -$41K – 1459
2020
Q4 		$41K Buy
+450
New +$38.5K 0.01% 883

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

Pinnacle Wealth Planning Services's OSIS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its OSI Systems (OSIS) stake by 8.6% in Q2 2026, selling an estimated $16.7K and leaving 723 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #632.

Pinnacle Wealth Planning Services first reported a position in OSIS in Q4 2020 and has held it in 4 quarters since. The position peaked at $210K in Q1 2026. 364 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 723 shares of OSI Systems worth $158K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 68 OSI Systems shares in Q2 2026, an estimated $16.7K.
  • OSI Systems made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #632 holding.
  • Pinnacle Wealth Planning Services first reported a position in OSI Systems in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's OSI Systems position peaked at $210K in Q1 2026.
  • 364 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.