Connecticut Wealth Management’s Onto Innovation ONTO Stock Holding History

Connecticut 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	-3,058	Closed	-$371K	–	316
2025 Q1	$371K	Buy	3,058 +2	+0.1%	+$337	0.02%	236
2024 Q4	$509K	Buy	3,056 +9	+0.3%	+$1.64K	0.03%	184
2024 Q3	$632K	Sell	3,047 -272	-8%	-$54.9K	0.03%	196
2024 Q2	$729K	Hold	3,319	–	–	0.04%	183
2024 Q1	$601K	Sell	3,319 -1,209	-27%	-$204K	0.03%	199
2023 Q4	$692K	Sell	4,528 -1	-0%	-$135	0.04%	179
2023 Q3	$578K	Buy	4,529 +8	+0.2%	+$951	0.04%	163
2023 Q2	$527K	Sell	4,521 -7	-0.2%	-$668	0.04%	151
2023 Q1	$398K	Buy	4,528 +10	+0.2%	+$811	0.03%	156
2022 Q4	$308K	Buy	4,518 +2	+0%	+$144	0.03%	156
2022 Q3	$289K	Buy	4,516 +1,125	+33%	+$82.7K	0.03%	152
2022 Q2	$236K	Sell	3,391 -30	-0.9%	-$2.22K	0.02%	163
2022 Q1	$297K	Sell	3,421 -2	-0.1%	-$178	0.02%	151
2021 Q4	$347K	Hold	3,423	–	–	0.03%	148
2021 Q3	$247K	Buy	3,423 +15	+0.4%	+$1.08K	0.02%	174
2021 Q2	$249K	Buy	+3,408	New	+$234K	0.02%	167

Other funds holding ONTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 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 New York $210B AUM 57.28% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Connecticut Wealth Management sold out of Onto Innovation (ONTO) in Q2 2025, closing a stake of 3,058 shares — an estimated $371K sold.

Connecticut Wealth Management first reported a position in ONTO in Q2 2021 and held it in 16 quarters. The position peaked at $729K in Q2 2024. 447 funds tracked by Wall St. Rank hold ONTO as of Q2 2025.

Connecticut Wealth Management reported no remaining Onto Innovation position as of Q2 2025 after selling out during the quarter.
Connecticut Wealth Management sold 3,058 Onto Innovation shares in Q2 2025, an estimated $371K.
Connecticut Wealth Management first reported a position in Onto Innovation in Q2 2021 and held it in 16 quarters.
Connecticut Wealth Management's Onto Innovation position peaked at $729K in Q2 2024.
447 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2025.

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