Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Onto Innovation ONTO Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.5M Buy
26,813
+6,745
+34% +$1.38M 0.01% 773
2025
Q4 		$3.17M Buy
20,068
+15,717
+361% +$2.23M 0.01% 967
2025
Q3 		$562K Buy
4,351
+1,017
+31% +$109K ﹤0.01% 1719
2025
Q2 		$337K Buy
3,334
+2,329
+232% +$249K ﹤0.01% 1789
2025
Q1 		$122K Sell
1,005
-8
-0.8% -$1.35K ﹤0.01% 2257
2024
Q4 		$169K Sell
1,013
-861
-46% -$157K ﹤0.01% 1939
2024
Q3 		$389K Buy
1,874
+768
+69% +$155K ﹤0.01% 1420
2024
Q2 		$243K Buy
1,106
+90
+9% +$18.6K ﹤0.01% 1488
2024
Q1 		$184K Sell
1,016
-76
-7% -$12.8K ﹤0.01% 1553
2023
Q4 		$167K Sell
1,092
-467
-30% -$62.8K ﹤0.01% 1499
2023
Q3 		$199K Buy
1,559
+913
+141% +$109K ﹤0.01% 1317
2023
Q2 		$75K Buy
646
+90
+16% +$8.59K ﹤0.01% 1724
2023
Q1 		$49K Sell
556
-54
-9% -$4.38K ﹤0.01% 1892
2022
Q4 		$42K Sell
610
-33
-5% -$2.37K ﹤0.01% 1844
2022
Q3 		$41K Buy
643
+24
+4% +$1.76K ﹤0.01% 1757
2022
Q2 		$43K Buy
619
+310
+100% +$22.9K ﹤0.01% 1693
2022
Q1 		$27K Buy
309
+201
+186% +$17.9K ﹤0.01% 1899
2021
Q4 		$11K Buy
+108
New +$9.32K ﹤0.01% 2310

Other funds holding ONTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ONTO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Onto Innovation (ONTO) stake by 34% in Q1 2026, buying an estimated $1.38M and bringing the position to 26,813 shares worth $5.5M. The position accounts for 0.01% of the portfolio, ranked #773.

Carson Wealth (CWM LLC) first reported a position in ONTO in Q4 2021 and has held it in 18 quarters since. 578 funds tracked by Wall St. Rank hold ONTO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,813 shares of Onto Innovation worth $5.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,745 Onto Innovation shares in Q1 2026, an estimated $1.38M.
  • Onto Innovation made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #773 holding.
  • Carson Wealth (CWM LLC) first reported a position in Onto Innovation in Q4 2021 and has held it in 18 quarters since.
  • 578 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.