UFF
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USA Financial Formulas’s OSI Systems OSIS Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-159
Closed -$40.6K – 507
2025
Q4 		$40.6K Sell
159
-291
-65% -$76K 0.01% 243
2025
Q3 		$112K Buy
450
+204
+83% +$46.6K 0.02% 188
2025
Q2 		$55.3K Buy
+246
New +$52.5K 0.01% 202
2023
Q4 		– Sell
-39
Closed -$4.6K – 483
2023
Q3 		$4.6K Buy
39
+23
+144% +$2.77K 0.01% 254
2023
Q2 		$1.89K Buy
+16
New +$1.84K ﹤0.01% 306
2019
Q4 		– Sell
-2,135
Closed -$217K – 289
2019
Q3 		$217K Sell
2,135
-1,199
-36% -$130K 0.08% 128
2019
Q2 		$292K Buy
3,334
+497
+18% +$50.1K 0.15% 87
2019
Q1 		$249K Buy
+2,837
New +$237K 0.16% 81
2017
Q2 		– Sell
-4,707
Closed -$344K – 288
2017
Q1 		$344K Buy
+4,707
New +$350K 0.08% 179

Other funds holding OSIS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return