EWA
ONT

EverSource Wealth Advisors’s Onterris Inc ONT Stock Holding History

EverSource Wealth Advisors’s Portfolio ONT Stock Details ONT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.85K Sell
339
-494
-59% -$9.22K ﹤0.01% 3118
2026
Q1 		$18.2K Sell
833
-32
-4% -$768 ﹤0.01% 2560
2025
Q4 		$21.5K Buy
865
+62
+8% +$1.64K ﹤0.01% 2341
2025
Q3 		$22.1K Sell
803
-70
-8% -$1.83K ﹤0.01% 2295
2025
Q2 		$19.1K Buy
873
+854
+4,495% +$15.3K ﹤0.01% 2330
2025
Q1 		$271 Buy
19
+17
+850% +$324 ﹤0.01% 3625
2024
Q4 		$37 Buy
+2
New +$42 ﹤0.01% 3662

Other funds holding ONT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

EverSource Wealth Advisors's ONT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Onterris Inc (ONT) stake by 59% in Q2 2026, selling an estimated $9.22K and leaving 339 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #3118.

EverSource Wealth Advisors first reported a position in ONT in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.1K in Q3 2025. 157 funds tracked by Wall St. Rank hold ONT as of Q2 2026.

  • EverSource Wealth Advisors held 339 shares of Onterris Inc worth $6.85K as of Q2 2026.
  • EverSource Wealth Advisors sold 494 Onterris Inc shares in Q2 2026, an estimated $9.22K.
  • Onterris Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3118 holding.
  • EverSource Wealth Advisors first reported a position in Onterris Inc in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Onterris Inc position peaked at $22.1K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Onterris Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.