Epoch Investment Partners’s Onto Innovation ONTO Stock Holding History

Epoch Investment 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
2025 Q2	–	Sell	-9,849	Closed	-$1.2M	–	290
2025 Q1	$1.2M	Sell	9,849 -7,358	-43%	-$1.24M	0.01%	239
2024 Q4	$2.87M	Hold	17,207	–	–	0.01%	221
2024 Q3	$3.57M	Buy	17,207 +3,641	+27%	+$735K	0.02%	225
2024 Q2	$2.98M	Sell	13,566 -59,628	-81%	-$12.3M	0.01%	230
2024 Q1	$13.3M	Sell	73,194 -12,687	-15%	-$2.14M	0.06%	228
2023 Q4	$13.1M	Sell	85,881 -7,470	-8%	-$1M	0.06%	242
2023 Q3	$11.9M	Buy	93,351 +76,448	+452%	+$9.09M	0.08%	244
2023 Q2	$1.97M	Buy	+16,903	New	+$1.61M	0.01%	326
2022 Q3	–	Sell	-104,061	Closed	-$7.26M	–	441
2022 Q2	$7.26M	Sell	104,061 -60,562	-37%	-$4.48M	0.04%	291
2022 Q1	$14.3M	Buy	164,623 +17,617	+12%	+$1.57M	0.07%	244
2021 Q4	$14.9M	Sell	147,006 -44,962	-23%	-$3.88M	0.08%	233
2021 Q3	$13.9M	Buy	191,968 +2,949	+2%	+$213K	0.08%	229
2021 Q2	$13.8M	Buy	189,019 +11,267	+6%	+$774K	0.07%	221
2021 Q1	$11.7M	Buy	+177,752	New	+$10.6M	0.05%	236

Other funds holding ONTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return