Bell Investment Advisors’s Onto Innovation ONTO Stock Holding History

Bell Investment Advisors’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
2026 Q1	$10.7K	Buy	52 +3	+6%	+$614	﹤0.01%	658
2025 Q4	$7.74K	Buy	49 +27	+123%	+$3.83K	﹤0.01%	797
2025 Q3	$2.84K	Hold	22	–	–	﹤0.01%	1189
2025 Q2	$2.22K	Sell	22 -4	-15%	-$427	﹤0.01%	1332
2025 Q1	$3.15K	Sell	26 -2	-7%	-$337	﹤0.01%	1122
2024 Q4	$4.67K	Buy	28 +3	+12%	+$548	﹤0.01%	958
2024 Q3	$5.19K	Hold	25	–	–	﹤0.01%	915
2024 Q2	$5.49K	Hold	25	–	–	﹤0.01%	877
2024 Q1	$4.53K	Hold	25	–	–	﹤0.01%	979
2023 Q4	$3.82K	Buy	25 +3	+14%	+$404	﹤0.01%	1017
2023 Q3	$2.81K	Sell	22 -8	-27%	-$951	﹤0.01%	1122
2023 Q2	$3.5K	Sell	30 -6	-17%	-$572	﹤0.01%	1002
2023 Q1	$3.16K	Hold	36	–	–	﹤0.01%	1018
2022 Q4	$2.45K	Buy	36 +30	+500%	+$2.15K	﹤0.01%	1182
2022 Q3	$0	Sell	6 -22	-79%	-$1.62K	﹤0.01%	1884
2022 Q2	$2K	Buy	+28	New	+$2.07K	﹤0.01%	1199
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	1540
2021 Q3	$1K	Buy	+7	New	+$505	﹤0.01%	1495

Other funds holding ONTO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

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

William Blair Investment Management

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

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Fidelity Investments

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