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WR Wealth Planners’s On Holding ONON Stock Holding History

WR Wealth Planners’s Portfolio ONON Stock Details ONON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$624K Buy
11,393
+736
+7% +$39K 0.2% 76
2024
Q3 		$534K Buy
+10,657
New +$457K 0.15% 101
2023
Q2 		– Sell
-4,591
Closed -$142K – 954
2023
Q1 		$142K Buy
+4,591
New +$104K 0.06% 190

Other funds holding ONON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

WR Wealth Planners's ONON Position: Q4 2024 in Review

WR Wealth Planners increased its On Holding (ONON) stake by 6.9% in Q4 2024, buying an estimated $39K and bringing the position to 11,393 shares worth $624K. The position accounts for 0.2% of the portfolio, ranked #76.

WR Wealth Planners first reported a position in ONON in Q1 2023 and has held it in 3 quarters since. 467 funds tracked by Wall St. Rank hold ONON as of Q4 2024.

  • WR Wealth Planners held 11,393 shares of On Holding worth $624K as of Q4 2024.
  • WR Wealth Planners bought 736 On Holding shares in Q4 2024, an estimated $39K.
  • On Holding made up 0.2% of WR Wealth Planners's portfolio in Q4 2024, its #76 holding.
  • WR Wealth Planners first reported a position in On Holding in Q1 2023 and has held it in 3 quarters since.
  • 467 funds tracked by Wall St. Rank held On Holding as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.