Envestnet Portfolio Solutions
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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 $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Envestnet Portfolio Solutions's ONTO Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Onto Innovation (ONTO) in Q1 2025, closing a stake of 2,352 shares — an estimated $392K sold.

Envestnet Portfolio Solutions first reported a position in ONTO in Q3 2023 and held it in 6 quarters. The position peaked at $1.5M in Q3 2024. 475 funds tracked by Wall St. Rank hold ONTO as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Onto Innovation position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,352 Onto Innovation shares in Q1 2025, an estimated $392K.
  • Envestnet Portfolio Solutions first reported a position in Onto Innovation in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Onto Innovation position peaked at $1.5M in Q3 2024.
  • 475 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.