Envestnet Portfolio Solutions
ONTO icon

Envestnet Portfolio Solutions’s Onto Innovation ONTO Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-2,352
Closed -$392K – 1722
2024
Q4 		$392K Sell
2,352
-4,878
-67% -$891K ﹤0.01% 1355
2024
Q3 		$1.5M Buy
7,230
+1,683
+30% +$340K ﹤0.01% 763
2024
Q2 		$1.22M Buy
5,547
+2,753
+99% +$569K ﹤0.01% 798
2024
Q1 		$506K Sell
2,794
-1,325
-32% -$224K ﹤0.01% 1122
2023
Q4 		$630K Sell
4,119
-244
-6% -$32.8K ﹤0.01% 953
2023
Q3 		$556K Buy
+4,363
New +$519K ﹤0.01% 941

Other funds holding ONTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return