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Tortoise Investment Management’s OSI Systems OSIS Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-23
Closed -$5.73K – 1072
2025
Q3 		$5.73K Buy
23
+9
+64% +$2.05K ﹤0.01% 678
2025
Q2 		$3.15K Buy
+14
New +$2.99K ﹤0.01% 714
2022
Q2 		– Sell
-95
Closed -$8K – 746
2022
Q1 		$8K Buy
+95
New +$7.99K ﹤0.01% 523

Other funds holding OSIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Investment Management's OSIS Position: Q4 2025 in Review

Tortoise Investment Management sold out of OSI Systems (OSIS) in Q4 2025, closing a stake of 23 shares — an estimated $5.73K sold.

Tortoise Investment Management first reported a position in OSIS in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 358 funds tracked by Wall St. Rank hold OSIS as of Q4 2025.

  • Tortoise Investment Management reported no remaining OSI Systems position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 23 OSI Systems shares in Q4 2025, an estimated $5.73K.
  • Tortoise Investment Management first reported a position in OSI Systems in Q1 2022 and held it in 3 quarters.
  • Tortoise Investment Management's OSI Systems position peaked at $8K in Q1 2022.
  • 358 funds tracked by Wall St. Rank held OSI Systems as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.