Goldman Sachs’s ON Semiconductor ON Stock Holding History

Goldman Sachs’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 Q1	$4.89M	Sell	79,000 -158,500	-67%	-$9.95M	﹤0.01%	3711
2025 Q4	$12.9M	Buy	237,500 +37,500	+19%	+$1.92M	﹤0.01%	2834
2025 Q3	$9.86M	Buy	+200,000	New	+$10.5M	﹤0.01%	2981
2025 Q2	–	Sell	-62,500	Closed	-$2.54M	–	6328
2025 Q1	$2.54M	Hold	62,500	–	–	﹤0.01%	3946
2024 Q4	$3.94M	Hold	62,500	–	–	﹤0.01%	3689
2024 Q3	$4.54M	Buy	+62,500	New	+$4.55M	﹤0.01%	3427
2023 Q3	–	Sell	-8,100	Closed	-$766K	–	5767
2023 Q2	$766K	Buy	+8,100	New	+$670K	﹤0.01%	4508
2023 Q1	–	Sell	-46,800	Closed	-$2.92M	–	6146
2022 Q4	$2.92M	Hold	46,800	–	–	﹤0.01%	3633
2022 Q3	$2.92M	Sell	46,800 -225,000	-83%	-$14.5M	﹤0.01%	3630
2022 Q2	$13.7M	Buy	271,800 +225,000	+481%	+$12.5M	﹤0.01%	2215
2022 Q1	$2.93M	Sell	46,800 -17,200	-27%	-$1.05M	﹤0.01%	3891
2021 Q4	$4.35M	Buy	+64,000	New	+$3.63M	﹤0.01%	3549

Other funds holding ON

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs's ON Position: Q1 2026 in Review

Goldman Sachs increased its ON Semiconductor (ON) stake by 4.7% in Q1 2026, buying an estimated $18.8M and bringing the position to 6,637,445 shares worth $411M. The position accounts for 0.05% of the portfolio, ranked #400.

Goldman Sachs first reported a position in ON in Q2 2013 and has held it in 52 quarters since. The position peaked at $499M in Q4 2021. 826 funds tracked by Wall St. Rank hold ON as of Q1 2026.

Goldman Sachs held 6,637,445 shares of ON Semiconductor worth $411M as of Q1 2026.
Goldman Sachs bought 299,004 ON Semiconductor shares in Q1 2026, an estimated $18.8M.
ON Semiconductor made up 0.05% of Goldman Sachs's portfolio in Q1 2026, its #400 holding.
Goldman Sachs first reported a position in ON Semiconductor in Q2 2013 and has held it in 52 quarters since.
Goldman Sachs's ON Semiconductor position peaked at $499M in Q4 2021.
826 funds tracked by Wall St. Rank held ON Semiconductor as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.