Retirement Guys Formula
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Retirement Guys Formula’s OSI Systems OSIS Stock Holding History

Retirement Guys Formula’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
Q3 		$245K Buy
+1,262
New +$269K 0.09% 155
2026
Q2 		– Sell
-797
Closed -$212K – 166
2026
Q1 		$212K Buy
+797
New +$220K 0.1% 143

Other funds holding OSIS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 35.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Retirement Guys Formula's OSIS Position: Q3 2026 in Review

Retirement Guys Formula opened a new position in OSI Systems (OSIS) in Q3 2026: 1,262 shares worth $245K. The stake represents 0.09% of the portfolio and ranks #155 among its holdings. This is a return to the name: Retirement Guys Formula previously reported a position in OSIS as recently as Q1 2026.

Retirement Guys Formula first reported a position in OSIS in Q1 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold OSIS as of Q3 2026.

  • Retirement Guys Formula held 1,262 shares of OSI Systems worth $245K as of Q3 2026.
  • OSI Systems was a new Retirement Guys Formula position in Q3 2026.
  • OSI Systems made up 0.09% of Retirement Guys Formula's portfolio in Q3 2026, its #155 holding.
  • Retirement Guys Formula first reported a position in OSI Systems in Q1 2026 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held OSI Systems as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.