Rockefeller Capital Management’s OSI Systems OSIS Stock Holding History

Rockefeller Capital 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
2026 Q2	$356K	Sell	1,630 -53	-3%	-$13K	﹤0.01%	2269
2026 Q1	$447K	Buy	1,683 +703	+72%	+$194K	﹤0.01%	2034
2025 Q4	$250K	Buy	980 +302	+45%	+$78.9K	﹤0.01%	2245
2025 Q3	$169K	Buy	+678	New	+$155K	﹤0.01%	2316
2023 Q1	–	Sell	-6	Closed	–	–	3300
2022 Q4	$0	Hold	6	–	–	﹤0.01%	4118
2022 Q3	$0	Buy	+6	New	+$526	﹤0.01%	4250
2022 Q1	–	Sell	-2	Closed	–	–	4019
2021 Q4	$0	Buy	+2	New	+$188	﹤0.01%	3933
2019 Q2	–	Sell	-20	Closed	-$2K	–	1887
2019 Q1	$2K	Buy	+20	New	+$1.67K	﹤0.01%	1805

Other funds holding OSIS

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Rockefeller Capital Management's OSIS Position: Q2 2026 in Review

Rockefeller Capital Management reduced its OSI Systems (OSIS) stake by 3.1% in Q2 2026, selling an estimated $13K and leaving 1,630 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #2269.

Rockefeller Capital Management first reported a position in OSIS in Q1 2019 and has held it in 8 quarters since. The position peaked at $447K in Q1 2026. 362 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

Rockefeller Capital Management held 1,630 shares of OSI Systems worth $356K as of Q2 2026.
Rockefeller Capital Management sold 53 OSI Systems shares in Q2 2026, an estimated $13K.
OSI Systems made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2269 holding.
Rockefeller Capital Management first reported a position in OSI Systems in Q1 2019 and has held it in 8 quarters since.
Rockefeller Capital Management's OSI Systems position peaked at $447K in Q1 2026.
362 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.