Firsthand Capital Management’s ON Semiconductor ON Stock Holding History

Firsthand Capital 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 Q2	$567K	Sell	6,000 -2,000	-25%	-$205K	0.91%	29
2026 Q1	$495K	Hold	8,000	–	–	1.06%	22
2025 Q4	$433K	Hold	8,000	–	–	0.8%	22
2025 Q3	$394K	Hold	8,000	–	–	0.66%	25
2025 Q2	$419K	Hold	8,000	–	–	0.75%	24
2025 Q1	$326K	Sell	8,000 -2,000	-20%	-$101K	0.79%	24
2024 Q4	$631K	Hold	10,000	–	–	1.31%	23
2024 Q3	$726K	Sell	10,000 -195,000	-95%	-$14.2M	1.43%	22
2024 Q2	$4.1M	Buy	205,000 +195,000	+1,950%	+$13.7M	7.98%	3
2024 Q1	$736K	Hold	10,000	–	–	1.2%	23
2023 Q4	$835K	Hold	10,000	–	–	1.16%	24
2023 Q3	$930K	Hold	10,000	–	–	1.34%	23
2023 Q2	$946K	Hold	10,000	–	–	1.14%	21
2023 Q1	$823K	Hold	10,000	–	–	0.89%	24
2022 Q4	$624K	Hold	10,000	–	–	0.73%	23
2022 Q3	$623K	Hold	10,000	–	–	0.57%	25
2022 Q2	$503K	Buy	10,000 +5,000	+100%	+$279K	0.43%	30
2022 Q1	$313K	Buy	+5,000	New	+$305K	0.16%	38
2021 Q4	–	Sell	-10,000	Closed	-$458K	–	53
2021 Q3	$458K	Hold	10,000	–	–	0.14%	38
2021 Q2	$383K	Hold	10,000	–	–	0.1%	45
2021 Q1	$416K	Hold	10,000	–	–	0.12%	46
2020 Q4	$327K	Hold	10,000	–	–	0.09%	46
2020 Q3	$217K	Hold	10,000	–	–	0.09%	45
2020 Q2	$198K	Hold	10,000	–	–	0.09%	41
2020 Q1	$124K	Hold	10,000	–	–	0.1%	40
2019 Q4	$244K	Hold	10,000	–	–	0.1%	45
2019 Q3	$192K	Hold	10,000	–	–	0.08%	49
2019 Q2	$202K	Buy	+10,000	New	+$207K	0.08%	43

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

Firsthand Capital Management's ON Position: Q2 2026 in Review

Firsthand Capital Management reduced its ON Semiconductor (ON) stake by 25% in Q2 2026, selling an estimated $205K and leaving 6,000 shares worth $567K. The position accounts for 0.91% of the portfolio, ranked #29.

Firsthand Capital Management first reported a position in ON in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.1M in Q2 2024. 998 funds tracked by Wall St. Rank hold ON as of Q2 2026.

Firsthand Capital Management held 6,000 shares of ON Semiconductor worth $567K as of Q2 2026.
Firsthand Capital Management sold 2,000 ON Semiconductor shares in Q2 2026, an estimated $205K.
ON Semiconductor made up 0.91% of Firsthand Capital Management's portfolio in Q2 2026, its #29 holding.
Firsthand Capital Management first reported a position in ON Semiconductor in Q2 2019 and has held it in 28 quarters since.
Firsthand Capital Management's ON Semiconductor position peaked at $4.1M in Q2 2024.
998 funds tracked by Wall St. Rank held ON Semiconductor as of Q2 2026.

Based on Firsthand Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.