PWPS
ONT

Pinnacle Wealth Planning Services’s Onterris Inc ONT Stock Holding History

Pinnacle Wealth Planning Services’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 		$12.1K Hold
600
– – ﹤0.01% 1990
2026
Q1 		$13.1K Hold
600
– – ﹤0.01% 1894
2025
Q4 		$14.9K Buy
+600
New +$15.8K ﹤0.01% 1850

Other funds holding ONT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Pinnacle Wealth Planning Services's ONT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Onterris Inc (ONT) position steady in Q2 2026 at 600 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Pinnacle Wealth Planning Services first reported a position in ONT in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.9K in Q4 2025. 157 funds tracked by Wall St. Rank hold ONT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 600 shares of Onterris Inc worth $12.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Onterris Inc share count unchanged in Q2 2026.
  • Onterris Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1990 holding.
  • Pinnacle Wealth Planning Services first reported a position in Onterris Inc in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Onterris Inc position peaked at $14.9K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Onterris Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.