Creative Planning’s Onto Innovation ONTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VPM
VCM
PCMI
