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Forum Financial Management’s Onto Innovation ONTO Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-1,975
Closed -$312K – 782
2025
Q4 		$312K Buy
1,975
+3
+0.2% +$426 ﹤0.01% 732
2025
Q3 		$255K Buy
+1,972
New +$211K ﹤0.01% 823
2025
Q2 		– Sell
-1,975
Closed -$240K – 976
2025
Q1 		$240K Buy
1,975
+3
+0.2% +$505 ﹤0.01% 716
2024
Q4 		$329K Sell
1,972
-7
-0.4% -$1.28K 0.01% 563
2024
Q3 		$411K Sell
1,979
-273
-12% -$55.1K 0.01% 393
2024
Q2 		$494K Buy
2,252
+276
+14% +$57K 0.01% 308
2024
Q1 		$358K Sell
1,976
-591
-23% -$99.8K 0.01% 437
2023
Q4 		$392K Buy
2,567
+603
+31% +$81.1K 0.01% 365
2023
Q3 		$250K Hold
1,964
– – 0.01% 488
2023
Q2 		$229K Buy
+1,964
New +$187K 0.01% 555

Other funds holding ONTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
PCMI
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Forum Financial Management's ONTO Position: Q1 2026 in Review

Forum Financial Management sold out of Onto Innovation (ONTO) in Q1 2026, closing a stake of 1,975 shares — an estimated $312K sold.

Forum Financial Management first reported a position in ONTO in Q2 2023 and held it in 10 quarters. The position peaked at $494K in Q2 2024. 574 funds tracked by Wall St. Rank hold ONTO as of Q1 2026.

  • Forum Financial Management reported no remaining Onto Innovation position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,975 Onto Innovation shares in Q1 2026, an estimated $312K.
  • Forum Financial Management first reported a position in Onto Innovation in Q2 2023 and held it in 10 quarters.
  • Forum Financial Management's Onto Innovation position peaked at $494K in Q2 2024.
  • 574 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.