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Circle Wealth Management’s Onto Innovation ONTO Stock Holding History

Circle Wealth Management’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 		– Sell
-6,023
Closed -$731K – 231
2025
Q1 		$731K Buy
6,023
+464
+8% +$78.1K 0.02% 136
2024
Q4 		$927K Buy
5,559
+827
+17% +$151K 0.02% 121
2024
Q3 		$982K Buy
4,732
+2,421
+105% +$489K 0.02% 119
2024
Q2 		$507K Buy
+2,311
New +$478K 0.01% 162

Other funds holding ONTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Circle Wealth Management's ONTO Position: Q2 2025 in Review

Circle Wealth Management sold out of Onto Innovation (ONTO) in Q2 2025, closing a stake of 6,023 shares — an estimated $731K sold.

Circle Wealth Management first reported a position in ONTO in Q2 2024 and held it in 4 quarters. The position peaked at $982K in Q3 2024. 448 funds tracked by Wall St. Rank hold ONTO as of Q2 2025.

  • Circle Wealth Management reported no remaining Onto Innovation position as of Q2 2025 after selling out during the quarter.
  • Circle Wealth Management sold 6,023 Onto Innovation shares in Q2 2025, an estimated $731K.
  • Circle Wealth Management first reported a position in Onto Innovation in Q2 2024 and held it in 4 quarters.
  • Circle Wealth Management's Onto Innovation position peaked at $982K in Q3 2024.
  • 448 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2025.

Based on Circle Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.