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Venturi Wealth Management’s OSI Systems OSIS Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-43
Closed -$7.2K – 1438
2024
Q4 		$7.2K Hold
43
– – ﹤0.01% 1533
2024
Q3 		$6.53K Buy
+43
New +$6.18K ﹤0.01% 1318

Other funds holding OSIS

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Vanguard Group
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's OSIS Position: Q1 2025 in Review

Venturi Wealth Management sold out of OSI Systems (OSIS) in Q1 2025, closing a stake of 43 shares — an estimated $7.2K sold.

Venturi Wealth Management first reported a position in OSIS in Q3 2024 and held it in 2 quarters. The position peaked at $7.2K in Q4 2024. 309 funds tracked by Wall St. Rank hold OSIS as of Q1 2025.

  • Venturi Wealth Management reported no remaining OSI Systems position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 43 OSI Systems shares in Q1 2025, an estimated $7.2K.
  • Venturi Wealth Management first reported a position in OSI Systems in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's OSI Systems position peaked at $7.2K in Q4 2024.
  • 309 funds tracked by Wall St. Rank held OSI Systems as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.