Boston Trust Walden’s ON Semiconductor ON Stock Holding History

Boston Trust Walden’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 Q2	$58.9M	Sell	622,620 -415,526	-40%	-$42.6M	0.45%	77
2026 Q1	$64.3M	Buy	1,038,146 +871,786	+524%	+$54.7M	0.53%	63
2025 Q4	$9.01M	Sell	166,360 -6,935	-4%	-$356K	0.07%	205
2025 Q3	$8.55M	Sell	173,295 -76,050	-30%	-$4M	0.06%	207
2025 Q2	$13.1M	Sell	249,345 -5,487	-2%	-$239K	0.09%	192
2025 Q1	$10.4M	Buy	254,832 +142,388	+127%	+$7.17M	0.08%	203
2024 Q4	$7.09M	Buy	112,444 +19,134	+21%	+$1.32M	0.05%	219
2024 Q3	$6.78M	Buy	+93,310	New	+$6.79M	0.05%	221

Other funds holding ON

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Boston Trust Walden's ON Position: Q2 2026 in Review

Boston Trust Walden reduced its ON Semiconductor (ON) stake by 40% in Q2 2026, selling an estimated $42.6M and leaving 622,620 shares worth $58.9M. The position accounts for 0.45% of the portfolio, ranked #77.

Boston Trust Walden first reported a position in ON in Q3 2024 and has held it in 8 quarters since. The position peaked at $64.3M in Q1 2026. 337 funds tracked by Wall St. Rank hold ON as of Q2 2026.

Boston Trust Walden held 622,620 shares of ON Semiconductor worth $58.9M as of Q2 2026.
Boston Trust Walden sold 415,526 ON Semiconductor shares in Q2 2026, an estimated $42.6M.
ON Semiconductor made up 0.45% of Boston Trust Walden's portfolio in Q2 2026, its #77 holding.
Boston Trust Walden first reported a position in ON Semiconductor in Q3 2024 and has held it in 8 quarters since.
Boston Trust Walden's ON Semiconductor position peaked at $64.3M in Q1 2026.
337 funds tracked by Wall St. Rank held ON Semiconductor as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.