Wealth Enhancement Advisory Services
OSIS icon

Wealth Enhancement Advisory Services’s OSI Systems OSIS Stock Holding History

Wealth Enhancement Advisory Services’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 		$163K Buy
9,887
+262
+3% +$64.2K ﹤0.01% 3666
2026
Q1 		$128K Buy
9,625
+9,117
+1,795% +$2.52M ﹤0.01% 3263
2025
Q4 		$265K Buy
508
+56
+12% +$14.6K ﹤0.01% 3024
2025
Q3 		$113K Buy
+452
New +$103K ﹤0.01% 3311

Other funds holding OSIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's OSIS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its OSI Systems (OSIS) stake by 2.7% in Q2 2026, buying an estimated $64.2K and bringing the position to 9,887 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #3666.

Wealth Enhancement Advisory Services first reported a position in OSIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $265K in Q4 2025. 53 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,887 shares of OSI Systems worth $163K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 262 OSI Systems shares in Q2 2026, an estimated $64.2K.
  • OSI Systems made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3666 holding.
  • Wealth Enhancement Advisory Services first reported a position in OSI Systems in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's OSI Systems position peaked at $265K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.