Root Financial Partners
OSIS icon

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
Q3 		$11.1K Buy
+57
New +$12.1K ﹤0.01% 1865
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

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Robeco Schweiz
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Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Oak Ridge Investments
Oak Ridge Investments Chicago, Illinois $1.68B AUM 48.52% 1-Year Est. Return

Root Financial Partners's OSIS Position: Q3 2026 in Review

Root Financial Partners opened a new position in OSI Systems (OSIS) in Q3 2026: 57 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #1865 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OSIS as recently as Q1 2026.

Root Financial Partners first reported a position in OSIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.3K in Q1 2026. 109 funds tracked by Wall St. Rank hold OSIS as of Q3 2026.

  • Root Financial Partners held 57 shares of OSI Systems worth $11.1K as of Q3 2026.
  • OSI Systems was a new Root Financial Partners position in Q3 2026.
  • OSI Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1865 holding.
  • Root Financial Partners first reported a position in OSI Systems in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's OSI Systems position peaked at $18.3K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held OSI Systems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.