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

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

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. 363 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.
  • 363 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.