Michael Gelband’s ON Semiconductor ON Stock Holding History

Michael Gelband’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
2025 Q3	–	Sell	-3,500	Closed	-$183K	–	1882
2025 Q2	$183K	Buy	+3,500	New	+$152K	﹤0.01%	1323

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

Michael Gelband's ON Position: Q2 2026 in Review

Michael Gelband reduced its ON Semiconductor (ON) stake by 65% in Q2 2026, selling an estimated $26.9M and leaving 142,852 shares worth $13.5M. The position accounts for 0.09% of the portfolio, ranked #218.

Michael Gelband first reported a position in ON in Q1 2019 and has held it in 17 quarters since. The position peaked at $75.9M in Q4 2021. 993 funds tracked by Wall St. Rank hold ON as of Q2 2026.

Michael Gelband held 142,852 shares of ON Semiconductor worth $13.5M as of Q2 2026.
Michael Gelband sold 262,388 ON Semiconductor shares in Q2 2026, an estimated $26.9M.
ON Semiconductor made up 0.09% of Michael Gelband's portfolio in Q2 2026, its #218 holding.
Michael Gelband first reported a position in ON Semiconductor in Q1 2019 and has held it in 17 quarters since.
Michael Gelband's ON Semiconductor position peaked at $75.9M in Q4 2021.
993 funds tracked by Wall St. Rank held ON Semiconductor as of Q2 2026.

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