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Blue Door Asset Management’s ON Semiconductor ON Stock Holding History

Blue Door Asset Management’s Portfolio ON Stock Details ON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.37M Buy
86,700
+28,700
+49% +$1.8M 3.38% 10
2025
Q4 		$3.14M Buy
+58,000
New +$2.98M 1.27% 15

Other funds holding ON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blue Door Asset Management's ON Position: Q1 2026 in Review

Blue Door Asset Management increased its ON Semiconductor (ON) stake by 49% in Q1 2026, buying an estimated $1.8M and bringing the position to 86,700 shares worth $5.37M. The position accounts for 3.38% of the portfolio, ranked #10.

Blue Door Asset Management first reported a position in ON in Q4 2025 and has held it in 2 quarters since. 827 funds tracked by Wall St. Rank hold ON as of Q1 2026.

  • Blue Door Asset Management held 86,700 shares of ON Semiconductor worth $5.37M as of Q1 2026.
  • Blue Door Asset Management bought 28,700 ON Semiconductor shares in Q1 2026, an estimated $1.8M.
  • ON Semiconductor made up 3.38% of Blue Door Asset Management's portfolio in Q1 2026, its #10 holding.
  • Blue Door Asset Management first reported a position in ON Semiconductor in Q4 2025 and has held it in 2 quarters since.
  • 827 funds tracked by Wall St. Rank held ON Semiconductor as of Q1 2026.

Based on Blue Door Asset Management's 13F filing for Q1 2026, filed 15 May 2026.