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Congress Wealth Management’s Onto Innovation ONTO Stock Holding History

Congress 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 		$348K Sell
3,447
-52,353
-94% -$5.59M ﹤0.01% 1023
2025
Q1 		$6.77M Buy
55,800
+8,498
+18% +$1.43M 0.08% 274
2024
Q4 		$7.88M Sell
47,302
-86,758
-65% -$15.9M 0.11% 230
2024
Q3 		$27.8M Buy
134,060
+21,369
+19% +$4.31M 0.37% 64
2024
Q2 		$24.7M Buy
112,691
+54,278
+93% +$11.2M 0.39% 55
2024
Q1 		$10.6M Sell
58,413
-971
-2% -$164K 0.18% 165
2023
Q4 		$9.08M Sell
59,384
-6,609
-10% -$889K 0.17% 164
2023
Q3 		$8.42M Buy
65,993
+3,338
+5% +$397K 0.17% 164
2023
Q2 		$7.3M Sell
62,655
-424
-0.7% -$40.5K 0.17% 154
2023
Q1 		$5.54M Buy
63,079
+1,703
+3% +$138K 0.13% 176
2022
Q4 		$4.18M Sell
61,376
-1,127
-2% -$81K 0.11% 196
2022
Q3 		$4M Buy
62,503
+107
+0.2% +$7.86K 0.11% 198
2022
Q2 		$4.35M Sell
62,396
-1,779
-3% -$132K 0.11% 198
2022
Q1 		$5.58M Sell
64,175
-1,453
-2% -$129K 0.12% 192
2021
Q4 		$6.64M Buy
+65,628
New +$5.66M 0.13% 191

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Congress Wealth Management reduced its Onto Innovation (ONTO) stake by 94% in Q2 2025, selling an estimated $5.59M and leaving 3,447 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Congress Wealth Management first reported a position in ONTO in Q4 2021 and has held it in 15 quarters since. The position peaked at $27.8M in Q3 2024. 447 funds tracked by Wall St. Rank hold ONTO as of Q2 2025.

  • Congress Wealth Management held 3,447 shares of Onto Innovation worth $348K as of Q2 2025.
  • Congress Wealth Management sold 52,353 Onto Innovation shares in Q2 2025, an estimated $5.59M.
  • Onto Innovation made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1023 holding.
  • Congress Wealth Management first reported a position in Onto Innovation in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Onto Innovation position peaked at $27.8M in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2025.

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