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Waverly Advisors’s OSI Systems OSIS Stock Holding History

Waverly Advisors’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 		$2.61M Sell
11,937
-365
-3% -$89.4K 0.02% 634
2026
Q1 		$3.27M Buy
12,302
+11,413
+1,284% +$3.16M 0.02% 522
2025
Q4 		$227K Buy
+889
New +$232K ﹤0.01% 1340
2015
Q1 		– Sell
-140
Closed -$10K – 406
2014
Q4 		$10K Hold
140
– – 0.01% 315
2014
Q3 		$9K Buy
+140
New +$9.29K ﹤0.01% 507

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

Waverly Advisors's OSIS Position: Q2 2026 in Review

Waverly Advisors reduced its OSI Systems (OSIS) stake by 3% in Q2 2026, selling an estimated $89.4K and leaving 11,937 shares worth $2.61M. The position accounts for 0.02% of the portfolio, ranked #634.

Waverly Advisors first reported a position in OSIS in Q3 2014 and has held it in 5 quarters since. The position peaked at $3.27M in Q1 2026. 362 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Waverly Advisors held 11,937 shares of OSI Systems worth $2.61M as of Q2 2026.
  • Waverly Advisors sold 365 OSI Systems shares in Q2 2026, an estimated $89.4K.
  • OSI Systems made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #634 holding.
  • Waverly Advisors first reported a position in OSI Systems in Q3 2014 and has held it in 5 quarters since.
  • Waverly Advisors's OSI Systems position peaked at $3.27M in Q1 2026.
  • 362 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.