Cape Investment Advisory’s BeOne Medicines Ltd ONC Stock Holding History

Cape Investment Advisory’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 Q3	$5.86K	Sell	16 -5	-24%	-$1.71K	﹤0.01%	991
2026 Q2	$5.99K	Buy	+21	New	+$6.19K	﹤0.01%	985
2026 Q1	–	Sell	-18	Closed	-$5.47K	–	1290
2025 Q4	$5.47K	Hold	18	–	–	﹤0.01%	884
2025 Q3	$6.13K	Buy	18 +8	+80%	+$2.43K	0.01%	483
2025 Q2	$2.42K	Buy	+10	New	+$2.45K	﹤0.01%	910

Other funds holding ONC

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Cape Investment Advisory's ONC Position: Q3 2026 in Review

Cape Investment Advisory reduced its BeOne Medicines Ltd (ONC) stake by 24% in Q3 2026, selling an estimated $1.71K and leaving 16 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Cape Investment Advisory first reported a position in ONC in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.13K in Q3 2025. 10 funds tracked by Wall St. Rank hold ONC as of Q3 2026.

Cape Investment Advisory held 16 shares of BeOne Medicines Ltd worth $5.86K as of Q3 2026.
Cape Investment Advisory sold 5 BeOne Medicines Ltd shares in Q3 2026, an estimated $1.71K.
BeOne Medicines Ltd made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #991 holding.
Cape Investment Advisory first reported a position in BeOne Medicines Ltd in Q2 2025 and has held it in 5 quarters since.
Cape Investment Advisory's BeOne Medicines Ltd position peaked at $6.13K in Q3 2025.
10 funds tracked by Wall St. Rank held BeOne Medicines Ltd as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.