Creative Planning
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Creative Planning’s Onto Innovation ONTO Stock Holding History

Creative Planning’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 		$15.7M Buy
41,540
+1,985
+5% +$562K 0.01% 613
2026
Q1 		$8.11M Buy
39,555
+3,973
+11% +$813K 0.01% 831
2025
Q4 		$5.62M Buy
35,582
+8,687
+32% +$1.23M ﹤0.01% 927
2025
Q3 		$3.48M Buy
26,895
+2,435
+10% +$261K ﹤0.01% 1102
2025
Q2 		$2.47M Sell
24,460
-127
-0.5% -$13.6K ﹤0.01% 1174
2025
Q1 		$2.98M Sell
24,587
-1,000
-4% -$168K ﹤0.01% 934
2024
Q4 		$4.26M Sell
25,587
-2,628
-9% -$480K ﹤0.01% 719
2024
Q3 		$5.86M Buy
28,215
+489
+2% +$98.7K 0.01% 587
2024
Q2 		$6.09M Buy
27,726
+6,779
+32% +$1.4M 0.01% 555
2024
Q1 		$3.79M Buy
20,947
+4,408
+27% +$744K ﹤0.01% 703
2023
Q4 		$2.53M Buy
16,539
+3,024
+22% +$407K ﹤0.01% 813
2023
Q3 		$1.72M Buy
13,515
+3,050
+29% +$363K ﹤0.01% 926
2023
Q2 		$1.22M Buy
10,465
+7,957
+317% +$759K ﹤0.01% 1035
2023
Q1 		$220K Buy
+2,508
New +$203K ﹤0.01% 2051
2018
Q3 		– Sell
-11,910
Closed -$422K – 2147
2018
Q2 		$422K Buy
11,910
+2,710
+29% +$92.8K ﹤0.01% 1163
2018
Q1 		$247K Buy
+9,200
New +$246K ﹤0.01% 1471
2017
Q3 		– Sell
-12,520
Closed -$317K – 3136
2017
Q2 		$317K Buy
12,520
+3,460
+38% +$97.6K ﹤0.01% 1264
2017
Q1 		$276K Buy
+9,060
New +$245K ﹤0.01% 1315
2015
Q1 		– Sell
-400
Closed -$7K – 4348
2014
Q4 		$7K Hold
400
– – ﹤0.01% 3324
2014
Q3 		$6K Hold
400
– – ﹤0.01% 3208
2014
Q2 		$7K Hold
400
– – ﹤0.01% 3052
2014
Q1 		$7K Hold
400
– – ﹤0.01% 2938
2013
Q4 		$8K Hold
400
– – ﹤0.01% 2669
2013
Q3 		$6K Hold
400
– – ﹤0.01% 2669
2013
Q2 		$6K Buy
+400
New +$5.78K ﹤0.01% 2481

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 $3.37T AUM 44.26% 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

Creative Planning's ONTO Position: Q2 2026 in Review

Creative Planning increased its Onto Innovation (ONTO) stake by 5% in Q2 2026, buying an estimated $562K and bringing the position to 41,540 shares worth $15.7M. The position accounts for 0.01% of the portfolio, ranked #613.

Creative Planning first reported a position in ONTO in Q2 2013 and has held it in 25 quarters since. 690 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

  • Creative Planning held 41,540 shares of Onto Innovation worth $15.7M as of Q2 2026.
  • Creative Planning bought 1,985 Onto Innovation shares in Q2 2026, an estimated $562K.
  • Onto Innovation made up 0.01% of Creative Planning's portfolio in Q2 2026, its #613 holding.
  • Creative Planning first reported a position in Onto Innovation in Q2 2013 and has held it in 25 quarters since.
  • 690 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.