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Sowell Financial Services’s OSI Systems OSIS Stock Holding History

Sowell Financial Services’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
-877
Closed -$233K – 1207
2026
Q1 		$233K Buy
877
+6
+0.7% +$1.66K 0.01% 947
2025
Q4 		$222K Buy
+871
New +$227K 0.01% 977

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

Sowell Financial Services's OSIS Position: Q2 2026 in Review

Sowell Financial Services sold out of OSI Systems (OSIS) in Q2 2026, closing a stake of 877 shares — an estimated $233K sold.

Sowell Financial Services first reported a position in OSIS in Q4 2025 and held it in 2 quarters. The position peaked at $233K in Q1 2026. 362 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Sowell Financial Services reported no remaining OSI Systems position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 877 OSI Systems shares in Q2 2026, an estimated $233K.
  • Sowell Financial Services first reported a position in OSI Systems in Q4 2025 and held it in 2 quarters.
  • Sowell Financial Services's OSI Systems position peaked at $233K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.