Avantax Advisory Services’s Onto Innovation ONTO Stock Holding History

Avantax Advisory Services’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 Q2	$952K	Sell	9,437 -336	-3%	-$35.9K	0.01%	1198
2025 Q1	$1.19M	Sell	9,773 -458	-4%	-$77.1K	0.01%	1000
2024 Q4	$1.71M	Buy	10,231 +660	+7%	+$121K	0.01%	788
2024 Q3	$1.99M	Sell	9,571 -451	-5%	-$91K	0.01%	699
2024 Q2	$2.2M	Buy	+10,022	New	+$2.07M	0.02%	626

Other funds holding ONTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's ONTO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Onto Innovation (ONTO) stake by 3.4% in Q2 2025, selling an estimated $35.9K and leaving 9,437 shares worth $952K. The position accounts for 0.01% of the portfolio, ranked #1198.

Avantax Advisory Services first reported a position in ONTO in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.2M in Q2 2024. 448 funds tracked by Wall St. Rank hold ONTO as of Q2 2025.

Avantax Advisory Services held 9,437 shares of Onto Innovation worth $952K as of Q2 2025.
Avantax Advisory Services sold 336 Onto Innovation shares in Q2 2025, an estimated $35.9K.
Onto Innovation made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1198 holding.
Avantax Advisory Services first reported a position in Onto Innovation in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's Onto Innovation position peaked at $2.2M in Q2 2024.
448 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.