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Concurrent Investment Advisors’s Onto Innovation ONTO Stock Holding History

Concurrent 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
Q2 		$1.39M Sell
3,665
-126
-3% -$35.7K 0.01% 862
2026
Q1 		$777K Sell
3,791
-1,069
-22% -$219K 0.01% 993
2025
Q4 		$767K Buy
4,860
+2,757
+131% +$392K 0.01% 949
2025
Q3 		$272K Buy
+2,103
New +$225K ﹤0.01% 1195
2025
Q2 		– Sell
-1,785
Closed -$217K – 1456
2025
Q1 		$217K Buy
+1,785
New +$301K 0.01% 1089

Other funds holding ONTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Concurrent Investment Advisors's ONTO Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Onto Innovation (ONTO) stake by 3.3% in Q2 2026, selling an estimated $35.7K and leaving 3,665 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #862.

Concurrent Investment Advisors first reported a position in ONTO in Q1 2025 and has held it in 5 quarters since. 692 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

  • Concurrent Investment Advisors held 3,665 shares of Onto Innovation worth $1.39M as of Q2 2026.
  • Concurrent Investment Advisors sold 126 Onto Innovation shares in Q2 2026, an estimated $35.7K.
  • Onto Innovation made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #862 holding.
  • Concurrent Investment Advisors first reported a position in Onto Innovation in Q1 2025 and has held it in 5 quarters since.
  • 692 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.