Cambiar Investors’s ON Semiconductor ON Stock Holding History

Cambiar Investors’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	$33.9M	Sell	358,924 -279,755	-44%	-$28.7M	1.47%	32
2026 Q1	$39.5M	Buy	+638,679	New	+$40.1M	1.83%	26
2022 Q1	–	Sell	-188,995	Closed	-$12.8M	–	146
2021 Q4	$12.8M	Sell	188,995 -15,633	-8%	-$886K	0.44%	48
2021 Q3	$9.37M	Sell	204,628 -59,583	-23%	-$2.55M	0.32%	73
2021 Q2	$10.1M	Buy	264,211 +19,802	+8%	+$777K	0.33%	68
2021 Q1	$10.2M	Buy	244,409 +9,456	+4%	+$363K	0.35%	58
2020 Q4	$7.69M	Sell	234,953 -2,122	-0.9%	-$59.2K	0.3%	58
2020 Q3	$5.14M	Sell	237,075 -81,282	-26%	-$1.72M	0.23%	77
2020 Q2	$6.31M	Buy	318,357 +15,929	+5%	+$260K	0.29%	52
2020 Q1	$3.76M	Sell	302,428 -131,011	-30%	-$2.56M	0.19%	77
2019 Q4	$10.6M	Sell	433,439 -1,322	-0.3%	-$27.9K	0.34%	48
2019 Q3	$8.35M	Buy	434,761 +19,857	+5%	+$382K	0.27%	47
2019 Q2	$8.38M	Buy	414,904 +244,692	+144%	+$5.06M	0.22%	50
2019 Q1	$3.5M	Buy	170,212 +18,372	+12%	+$379K	0.08%	91
2018 Q4	$2.51M	Buy	+151,840	New	+$2.63M	0.06%	145
2013 Q4	–	Sell	-9,985,748	Closed	-$73M	–	159
2013 Q3	$73M	Sell	9,985,748 -1,143,211	-10%	-$8.77M	1.19%	36
2013 Q2	$89.9M	Buy	+11,128,959	New	+$89.3M	1.45%	32

Other funds holding ON

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cambiar Investors's ON Position: Q2 2026 in Review

Cambiar Investors reduced its ON Semiconductor (ON) stake by 44% in Q2 2026, selling an estimated $28.7M and leaving 358,924 shares worth $33.9M. The position accounts for 1.47% of the portfolio, ranked #32.

Cambiar Investors first reported a position in ON in Q2 2013 and has held it in 17 quarters since. The position peaked at $89.9M in Q2 2013. 996 funds tracked by Wall St. Rank hold ON as of Q2 2026.

Cambiar Investors held 358,924 shares of ON Semiconductor worth $33.9M as of Q2 2026.
Cambiar Investors sold 279,755 ON Semiconductor shares in Q2 2026, an estimated $28.7M.
ON Semiconductor made up 1.47% of Cambiar Investors's portfolio in Q2 2026, its #32 holding.
Cambiar Investors first reported a position in ON Semiconductor in Q2 2013 and has held it in 17 quarters since.
Cambiar Investors's ON Semiconductor position peaked at $89.9M in Q2 2013.
996 funds tracked by Wall St. Rank held ON Semiconductor as of Q2 2026.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.