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Junto Capital Management’s ON Semiconductor ON Stock Holding History

Junto 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 		$45.7M Sell
483,261
-735,987
-60% -$75.5M 0.8% 49
2026
Q1 		$75.5M Buy
+1,219,248
New +$76.5M 1.59% 15
2025
Q3 		– Sell
-866,142
Closed -$45.4M – 100
2025
Q2 		$45.4M Buy
+866,142
New +$37.7M 0.95% 47

Other funds holding ON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Junto Capital Management reduced its ON Semiconductor (ON) stake by 60% in Q2 2026, selling an estimated $75.5M and leaving 483,261 shares worth $45.7M. The position accounts for 0.8% of the portfolio, ranked #49.

Junto Capital Management first reported a position in ON in Q2 2025 and has held it in 3 quarters since. The position peaked at $75.5M in Q1 2026. 998 funds tracked by Wall St. Rank hold ON as of Q2 2026.

  • Junto Capital Management held 483,261 shares of ON Semiconductor worth $45.7M as of Q2 2026.
  • Junto Capital Management sold 735,987 ON Semiconductor shares in Q2 2026, an estimated $75.5M.
  • ON Semiconductor made up 0.8% of Junto Capital Management's portfolio in Q2 2026, its #49 holding.
  • Junto Capital Management first reported a position in ON Semiconductor in Q2 2025 and has held it in 3 quarters since.
  • Junto Capital Management's ON Semiconductor position peaked at $75.5M in Q1 2026.
  • 998 funds tracked by Wall St. Rank held ON Semiconductor as of Q2 2026.

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