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SteelPeak Wealth’s OSI Systems OSIS Stock Holding History

SteelPeak Wealth’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 		$521K Sell
2,383
-508
-18% -$124K 0.01% 419
2026
Q1 		$768K Buy
+2,891
New +$799K 0.02% 328
2025
Q4 		– Sell
-3,220
Closed -$803K – 610
2025
Q3 		$803K Sell
3,220
-179
-5% -$40.9K 0.03% 328
2025
Q2 		$764K Sell
3,399
-63
-2% -$13.4K 0.03% 313
2025
Q1 		$673K Sell
3,462
-577
-14% -$110K 0.03% 305
2024
Q4 		$676K Buy
+4,039
New +$640K 0.03% 299

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

SteelPeak Wealth's OSIS Position: Q2 2026 in Review

SteelPeak Wealth reduced its OSI Systems (OSIS) stake by 18% in Q2 2026, selling an estimated $124K and leaving 2,383 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #419.

SteelPeak Wealth first reported a position in OSIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $803K in Q3 2025. 364 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • SteelPeak Wealth held 2,383 shares of OSI Systems worth $521K as of Q2 2026.
  • SteelPeak Wealth sold 508 OSI Systems shares in Q2 2026, an estimated $124K.
  • OSI Systems made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #419 holding.
  • SteelPeak Wealth first reported a position in OSI Systems in Q4 2024 and has held it in 6 quarters since.
  • SteelPeak Wealth's OSI Systems position peaked at $803K in Q3 2025.
  • 364 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.