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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

USA Financial Formulas's OSIS Position: Q1 2026 in Review

USA Financial Formulas sold out of OSI Systems (OSIS) in Q1 2026, closing a stake of 159 shares — an estimated $40.6K sold.

USA Financial Formulas first reported a position in OSIS in Q1 2017 and held it in 9 quarters. The position peaked at $344K in Q1 2017. 368 funds tracked by Wall St. Rank hold OSIS as of Q1 2026.

USA Financial Formulas reported no remaining OSI Systems position as of Q1 2026 after selling out during the quarter.
USA Financial Formulas sold 159 OSI Systems shares in Q1 2026, an estimated $40.6K.
USA Financial Formulas first reported a position in OSI Systems in Q1 2017 and held it in 9 quarters.
USA Financial Formulas's OSI Systems position peaked at $344K in Q1 2017.
368 funds tracked by Wall St. Rank held OSI Systems as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.