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Root Financial Partners’s OSI Systems OSIS Stock Holding History

Root Financial Partners’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 		– Sell
-69
Closed -$18.3K – 2327
2026
Q1 		$18.3K Buy
69
+13
+23% +$3.59K ﹤0.01% 1369
2025
Q4 		$14.3K Buy
56
+5
+10% +$1.31K ﹤0.01% 1342
2025
Q3 		$12.7K Buy
+51
New +$11.6K ﹤0.01% 1343

Other funds holding OSIS

CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Root Financial Partners's OSIS Position: Q2 2026 in Review

Root Financial Partners sold out of OSI Systems (OSIS) in Q2 2026, closing a stake of 69 shares — an estimated $18.3K sold.

Root Financial Partners first reported a position in OSIS in Q3 2025 and held it in 3 quarters. The position peaked at $18.3K in Q1 2026. 86 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Root Financial Partners reported no remaining OSI Systems position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 69 OSI Systems shares in Q2 2026, an estimated $18.3K.
  • Root Financial Partners first reported a position in OSI Systems in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's OSI Systems position peaked at $18.3K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.