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Clearstead Advisors’s Onto Innovation ONTO Stock Holding History

Clearstead 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 		$2.67K Sell
13
-872
-99% -$179K ﹤0.01% 1845
2025
Q4 		$140K Buy
885
+543
+159% +$77.1K ﹤0.01% 1021
2025
Q3 		$44.2K Sell
342
-66
-16% -$7.06K ﹤0.01% 1319
2025
Q2 		$41.2K Buy
408
+245
+150% +$26.2K ﹤0.01% 1342
2025
Q1 		$19.8K Sell
163
-51
-24% -$8.59K ﹤0.01% 1428
2024
Q4 		$35.7K Sell
214
-21
-9% -$3.84K ﹤0.01% 1241
2024
Q3 		$48.8K Buy
235
+45
+24% +$9.08K ﹤0.01% 1212
2024
Q2 		$41.7K Buy
190
+169
+805% +$34.9K ﹤0.01% 1209
2024
Q1 		$4.66K Buy
21
+15
+250% +$2.53K ﹤0.01% 1191
2023
Q4 		$918 Buy
+6
New +$807 ﹤0.01% 1410

Other funds holding ONTO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
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