EverSource Wealth Advisors’s Onto Innovation ONTO Stock Holding History

EverSource Wealth Advisors’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 Q2	$396K	Sell	1,047 -142	-12%	-$40.2K	0.01%	665
2026 Q1	$244K	Buy	1,189 +183	+18%	+$37.5K	0.01%	942
2025 Q4	$159K	Buy	1,006 +499	+98%	+$70.9K	0.01%	1068
2025 Q3	$65.5K	Sell	507 -70	-12%	-$7.49K	﹤0.01%	1512
2025 Q2	$58.2K	Buy	577 +389	+207%	+$41.5K	﹤0.01%	1520
2025 Q1	$22.8K	Buy	188 +123	+189%	+$20.7K	﹤0.01%	1626
2024 Q4	$10.8K	Sell	65 -29	-31%	-$5.3K	﹤0.01%	1949
2024 Q3	$19.5K	Sell	94 -24	-20%	-$4.84K	﹤0.01%	1502
2024 Q2	$22.6K	Buy	118 +22	+23%	+$4.55K	﹤0.01%	1449
2024 Q1	$17.8K	Buy	96 +1	+1%	+$169	﹤0.01%	1417
2023 Q4	$14.5K	Buy	95 +39	+70%	+$5.25K	﹤0.01%	1397
2023 Q3	$7.14K	Hold	56	–	–	﹤0.01%	1544
2023 Q2	$6.52K	Buy	56 +32	+133%	+$3.05K	﹤0.01%	1619
2023 Q1	$2.11K	Buy	+24	New	+$1.95K	﹤0.01%	1925
2022 Q3	–	Sell	-941	Closed	-$66K	–	2085
2022 Q2	$66K	Buy	+941	New	+$69.6K	0.02%	520

Other funds holding ONTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EverSource Wealth Advisors's ONTO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Onto Innovation (ONTO) stake by 12% in Q2 2026, selling an estimated $40.2K and leaving 1,047 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #665.

EverSource Wealth Advisors first reported a position in ONTO in Q2 2022 and has held it in 15 quarters since. 688 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

EverSource Wealth Advisors held 1,047 shares of Onto Innovation worth $396K as of Q2 2026.
EverSource Wealth Advisors sold 142 Onto Innovation shares in Q2 2026, an estimated $40.2K.
Onto Innovation made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #665 holding.
EverSource Wealth Advisors first reported a position in Onto Innovation in Q2 2022 and has held it in 15 quarters since.
688 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.