TWD
ONT

True Wealth Design’s Onterris Inc ONT Stock Holding History

True Wealth Design’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 		– Sell
-14
Closed -$307 – 2797
2026
Q1 		$307 Sell
14
-16
-53% -$384 ﹤0.01% 2210
2025
Q4 		$745 Buy
30
+3
+11% +$79 ﹤0.01% 1819
2025
Q3 		$742 Buy
27
+13
+93% +$340 ﹤0.01% 1864
2025
Q2 		$307 Buy
14
+11
+367% +$197 ﹤0.01% 1923
2025
Q1 		$43 Buy
+3
New +$57 ﹤0.01% 2422

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

True Wealth Design's ONT Position: Q2 2026 in Review

True Wealth Design sold out of Onterris Inc (ONT) in Q2 2026, closing a stake of 14 shares — an estimated $307 sold.

True Wealth Design first reported a position in ONT in Q1 2025 and held it in 5 quarters. The position peaked at $745 in Q4 2025. 157 funds tracked by Wall St. Rank hold ONT as of Q2 2026.

  • True Wealth Design reported no remaining Onterris Inc position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 14 Onterris Inc shares in Q2 2026, an estimated $307.
  • True Wealth Design first reported a position in Onterris Inc in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Onterris Inc position peaked at $745 in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Onterris Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.