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Alliance Wealth Advisors (Utah)’s Onto Innovation ONTO Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio ONTO Stock Details ONTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,445
Closed -$241K – 266
2024
Q4 		$241K Sell
1,445
-83
-5% -$15.2K 0.06% 237
2024
Q3 		$317K Buy
+1,528
New +$308K 0.08% 204

Other funds holding ONTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s ONTO Position: Q1 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Onto Innovation (ONTO) in Q1 2025, closing a stake of 1,445 shares — an estimated $241K sold.

Alliance Wealth Advisors (Utah) first reported a position in ONTO in Q3 2024 and held it in 2 quarters. The position peaked at $317K in Q3 2024. 475 funds tracked by Wall St. Rank hold ONTO as of Q1 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Onto Innovation position as of Q1 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 1,445 Onto Innovation shares in Q1 2025, an estimated $241K.
  • Alliance Wealth Advisors (Utah) first reported a position in Onto Innovation in Q3 2024 and held it in 2 quarters.
  • Alliance Wealth Advisors (Utah)'s Onto Innovation position peaked at $317K in Q3 2024.
  • 475 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2025, filed 13 May 2025.