What smart money is saying about Qnity Electronics
Q
No fund has written a full thesis on Qnity Electronics in our archive, but 2 fund letters report a position in it, most recently Wilson Asset Management WAM Global Limited in October 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q4 2026, 2 fund letters reported a position in Qnity Electronics, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- October 2026
Listed in Wilson Asset Management WAM Global Limited’s reported holdings.
Qnity Electronics - New positionMD SASS Concentrated ValueJune 2026
“We also initiated smaller positions in Entegris (ENTG), Qnity Electronics (Q), and Sandisk (SNDK), each of which represent less than 3% of the portfolio.”
Qnity Electronics
Read the letters behind these Qnity Electronics positions
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