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Carolinas Wealth Consulting’s Onto Innovation ONTO Stock Holding History

Carolinas Wealth Consulting’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
-8
Closed -$1.33K – 1071
2024
Q4 		$1.33K Buy
8
+1
+14% +$183 ﹤0.01% 895
2024
Q3 		$1.29K Buy
7
+1
+17% +$202 ﹤0.01% 887
2024
Q2 		$1.18K Sell
6
-1
-14% -$207 ﹤0.01% 882
2024
Q1 		$1.3K Hold
7
– – ﹤0.01% 850
2023
Q4 		$1.07K Hold
7
– – ﹤0.01% 826
2023
Q3 		$790 Sell
7
-3
-30% -$357 ﹤0.01% 870
2023
Q2 		$1.13K Hold
10
– – ﹤0.01% 891
2023
Q1 		$879 Buy
+10
New +$811 ﹤0.01% 914

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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $408B AUM 30.18% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Carolinas Wealth Consulting's ONTO Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Onto Innovation (ONTO) in Q1 2025, closing a stake of 8 shares — an estimated $1.33K sold.

Carolinas Wealth Consulting first reported a position in ONTO in Q1 2023 and held it in 8 quarters. The position peaked at $1.33K in Q4 2024. 475 funds tracked by Wall St. Rank hold ONTO as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Onto Innovation position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8 Onto Innovation shares in Q1 2025, an estimated $1.33K.
  • Carolinas Wealth Consulting first reported a position in Onto Innovation in Q1 2023 and held it in 8 quarters.
  • Carolinas Wealth Consulting's Onto Innovation position peaked at $1.33K in Q4 2024.
  • 475 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.