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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Onto Innovation ONTO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$149K Sell
394
-162
-29% -$45.8K 0.04% 206
2026
Q1 		$114K Sell
556
-256
-32% -$52.4K 0.03% 223
2025
Q4 		$128K Sell
812
-310
-28% -$44K 0.04% 211
2025
Q3 		$145K Buy
+1,122
New +$120K 0.05% 171

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
GFM
GF Fund Management Guangzhou, China $8.34B AUM 165.53% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ONTO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Onto Innovation (ONTO) stake by 29% in Q2 2026, selling an estimated $45.8K and leaving 394 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #206.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ONTO in Q3 2025 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 394 shares of Onto Innovation worth $149K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 162 Onto Innovation shares in Q2 2026, an estimated $45.8K.
  • Onto Innovation made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #206 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Onto Innovation in Q3 2025 and has held it in 4 quarters since.
  • 317 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.