Abound Wealth Management’s BeOne Medicines Ltd ONC Stock Holding History

Abound Wealth Management’s Portfolio ONC Stock Details ONC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285	Hold	1	–	–	﹤0.01%	1045
2026 Q1	$297	Hold	1	–	–	﹤0.01%	1132
2025 Q4	$304	Hold	1	–	–	﹤0.01%	1042
2025 Q3	$341	Hold	1	–	–	﹤0.01%	985
2025 Q2	$243	Hold	1	–	–	﹤0.01%	975
2025 Q1	$273	Hold	1	–	–	﹤0.01%	894
2024 Q4	$185	Hold	1	–	–	﹤0.01%	1102
2024 Q3	$225	Hold	1	–	–	﹤0.01%	1096
2024 Q2	$143	Hold	1	–	–	﹤0.01%	1147
2024 Q1	$157	Hold	1	–	–	﹤0.01%	1255
2023 Q4	$181	Hold	1	–	–	﹤0.01%	1272
2023 Q3	$180	Hold	1	–	–	﹤0.01%	1120
2023 Q2	$179	Buy	+1	New	+$230	﹤0.01%	1162

Other funds holding ONC

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Generali Investments Management Ljubljana, Slovenia $460M AUM 29.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return