Elevation Wealth Partners’s Onto Innovation ONTO Stock Holding History

Elevation Wealth Partners’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 Q3	$242K	Hold	786	–	–	0.07%	127
2026 Q2	$297K	Hold	786	–	–	0.09%	110
2026 Q1	$161K	Hold	786	–	–	0.06%	128
2025 Q4	$124K	Hold	786	–	–	0.04%	152
2025 Q3	$102K	Hold	786	–	–	0.04%	174
2025 Q2	$79.3K	Hold	786	–	–	0.03%	194
2025 Q1	$95.4K	Hold	786	–	–	0.04%	177
2024 Q4	$131K	Hold	786	–	–	0.06%	141
2024 Q3	$163K	Hold	786	–	–	0.07%	130
2024 Q2	$173K	Hold	786	–	–	0.08%	118
2024 Q1	$142K	Sell	786 -753	-49%	-$127K	0.07%	131
2023 Q4	$196K	Hold	1,539	–	–	0.12%	103
2023 Q3	$196K	Hold	1,539	–	–	0.17%	61
2023 Q2	$179K	Hold	1,539	–	–	0.15%	70
2023 Q1	$135K	Buy	+1,539	New	+$125K	0.12%	81

Other funds holding ONTO

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Elevation Wealth Partners's ONTO Position: Q3 2026 in Review

Elevation Wealth Partners held its Onto Innovation (ONTO) position steady in Q3 2026 at 786 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #127.

Elevation Wealth Partners first reported a position in ONTO in Q1 2023 and has held it in 15 quarters since. The position peaked at $297K in Q2 2026. 21 funds tracked by Wall St. Rank hold ONTO as of Q3 2026.

Elevation Wealth Partners held 786 shares of Onto Innovation worth $242K as of Q3 2026.
Elevation Wealth Partners left its Onto Innovation share count unchanged in Q3 2026.
Onto Innovation made up 0.07% of Elevation Wealth Partners's portfolio in Q3 2026, its #127 holding.
Elevation Wealth Partners first reported a position in Onto Innovation in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's Onto Innovation position peaked at $297K in Q2 2026.
21 funds tracked by Wall St. Rank held Onto Innovation as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.