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Sequoia Financial Advisors’s OSI Systems OSIS Stock Holding History

Sequoia Financial Advisors’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 		$259K Sell
1,186
-90
-7% -$22.1K ﹤0.01% 1786
2026
Q1 		$339K Sell
1,276
-247
-16% -$68.3K ﹤0.01% 1493
2025
Q4 		$388K Buy
1,523
+314
+26% +$82K ﹤0.01% 1422
2025
Q3 		$301K Buy
1,209
+1
+0.1% +$228 ﹤0.01% 1394
2025
Q2 		$272K Buy
1,208
+4
+0.3% +$854 ﹤0.01% 1317
2025
Q1 		$234K Buy
+1,204
New +$229K ﹤0.01% 1191

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

Sequoia Financial Advisors's OSIS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its OSI Systems (OSIS) stake by 7.1% in Q2 2026, selling an estimated $22.1K and leaving 1,186 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Sequoia Financial Advisors first reported a position in OSIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $388K in Q4 2025. 361 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Sequoia Financial Advisors held 1,186 shares of OSI Systems worth $259K as of Q2 2026.
  • Sequoia Financial Advisors sold 90 OSI Systems shares in Q2 2026, an estimated $22.1K.
  • OSI Systems made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1786 holding.
  • Sequoia Financial Advisors first reported a position in OSI Systems in Q1 2025 and has held it in 6 quarters since.
  • Sequoia Financial Advisors's OSI Systems position peaked at $388K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.