LRI Investments’s BeOne Medicines Ltd ONC Stock Holding History

LRI Investments’s Portfolio ONC Stock Details ONC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.7K	Buy	20 +1	+5%	+$295	﹤0.01%	1122
2026 Q1	$5.64K	Hold	19	–	–	﹤0.01%	1063
2025 Q4	$5.77K	Hold	19	–	–	﹤0.01%	1016
2025 Q3	$6.47K	Hold	19	–	–	﹤0.01%	978
2025 Q2	$4.6K	Hold	19	–	–	﹤0.01%	1042
2025 Q1	$5.17K	Hold	19	–	–	﹤0.01%	938
2024 Q4	$3.51K	Hold	19	–	–	﹤0.01%	997
2024 Q3	$3.67K	Sell	19 -17	-47%	-$3.06K	﹤0.01%	990
2024 Q2	$5.14K	Buy	+36	New	+$5.55K	﹤0.01%	889

Other funds holding ONC

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Generali Investments Management Ljubljana, Slovenia $460M AUM 29.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return