WR Wealth Planners’s OSI Systems OSIS Stock Holding History

WR Wealth Planners’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
2024 Q4	$83.7K	Hold	500	–	–	0.03%	255
2024 Q3	$75.9K	Hold	500	–	–	0.02%	289
2024 Q2	$68.8K	Hold	500	–	–	0.02%	296
2024 Q1	$71.4K	Buy	+500	New	+$65.6K	0.02%	291
2023 Q4	–	Sell	-500	Closed	-$59K	–	639
2023 Q3	$59K	Hold	500	–	–	0.02%	301
2023 Q2	$58.9K	Hold	500	–	–	0.02%	299
2023 Q1	$51.2K	Buy	+500	New	+$46.3K	0.02%	316

Other funds holding OSIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

WR Wealth Planners's OSIS Position: Q4 2024 in Review

WR Wealth Planners held its OSI Systems (OSIS) position steady in Q4 2024 at 500 shares worth $83.7K. The position accounts for 0.03% of the portfolio, ranked #255.

WR Wealth Planners first reported a position in OSIS in Q1 2023 and has held it in 7 quarters since. 307 funds tracked by Wall St. Rank hold OSIS as of Q4 2024.

WR Wealth Planners held 500 shares of OSI Systems worth $83.7K as of Q4 2024.
WR Wealth Planners left its OSI Systems share count unchanged in Q4 2024.
OSI Systems made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #255 holding.
WR Wealth Planners first reported a position in OSI Systems in Q1 2023 and has held it in 7 quarters since.
307 funds tracked by Wall St. Rank held OSI Systems as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.