IFP Advisors’s Onterris Inc ONT Stock Holding History

IFP 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	$1.76K	Sell	87 -77	-47%	-$1.44K	﹤0.01%	4290
2026 Q1	$3.59K	Sell	164 -156	-49%	-$3.75K	﹤0.01%	3716
2025 Q4	$7.95K	Buy	320 +222	+227%	+$5.86K	﹤0.01%	3187
2025 Q3	$2.69K	Buy	98 +8	+9%	+$209	﹤0.01%	3575
2025 Q2	$1.97K	Buy	+90	New	+$1.61K	﹤0.01%	3907
2025 Q1	–	Hold	0	–	–	–	4049
2024 Q4	–	Hold	0	–	–	–	4223
2024 Q3	–	Sell	-29	Closed	-$1.29K	–	3390
2024 Q2	$1.29K	Hold	29	–	–	﹤0.01%	2926
2024 Q1	$1.14K	Hold	29	–	–	﹤0.01%	2840
2023 Q4	$932	Hold	29	–	–	﹤0.01%	2820
2023 Q3	$849	Hold	29	–	–	﹤0.01%	3036
2023 Q2	$1.22K	Hold	29	–	–	﹤0.01%	3026
2023 Q1	$638	Buy	+29	New	+$1.31K	﹤0.01%	3154
2022 Q4	–	Sell	-50	Closed	-$1K	–	4733
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	4605
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	4381
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	4380
2021 Q4	$4K	Hold	50	–	–	﹤0.01%	2578
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	2734
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	2645
2021 Q1	$3K	Buy	+50	New	+$2.11K	﹤0.01%	2577

Other funds holding ONT

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

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

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

IFP Advisors's ONT Position: Q2 2026 in Review

IFP Advisors reduced its Onterris Inc (ONT) stake by 47% in Q2 2026, selling an estimated $1.44K and leaving 87 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #4290.

IFP Advisors first reported a position in ONT in Q1 2021 and has held it in 18 quarters since. The position peaked at $7.95K in Q4 2025. 157 funds tracked by Wall St. Rank hold ONT as of Q2 2026.

IFP Advisors held 87 shares of Onterris Inc worth $1.76K as of Q2 2026.
IFP Advisors sold 77 Onterris Inc shares in Q2 2026, an estimated $1.44K.
Onterris Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4290 holding.
IFP Advisors first reported a position in Onterris Inc in Q1 2021 and has held it in 18 quarters since.
IFP Advisors's Onterris Inc position peaked at $7.95K in Q4 2025.
157 funds tracked by Wall St. Rank held Onterris Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.