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Greenhouse Wealth Management’s Onto Innovation ONTO Stock Holding History

Greenhouse Wealth 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
2025
Q1 		– Sell
-1,200
Closed -$200K – 61
2024
Q4 		$200K Hold
1,200
– – 0.13% 59
2024
Q3 		$258K Hold
1,200
– – 0.17% 49
2024
Q2 		$263K Hold
1,200
– – 0.19% 48
2024
Q1 		$217K Buy
+1,200
New +$203K 0.16% 55
2021
Q1 		– Sell
-1,200
Closed -$57K – 99
2020
Q4 		$57K Buy
+1,200
New +$48.1K 0.06% 103

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 $3.37T AUM 44.26% 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

Greenhouse Wealth Management's ONTO Position: Q1 2025 in Review

Greenhouse Wealth Management sold out of Onto Innovation (ONTO) in Q1 2025, closing a stake of 1,200 shares — an estimated $200K sold.

Greenhouse Wealth Management first reported a position in ONTO in Q4 2020 and held it in 5 quarters. The position peaked at $263K in Q2 2024. 475 funds tracked by Wall St. Rank hold ONTO as of Q1 2025.

  • Greenhouse Wealth Management reported no remaining Onto Innovation position as of Q1 2025 after selling out during the quarter.
  • Greenhouse Wealth Management sold 1,200 Onto Innovation shares in Q1 2025, an estimated $200K.
  • Greenhouse Wealth Management first reported a position in Onto Innovation in Q4 2020 and held it in 5 quarters.
  • Greenhouse Wealth Management's Onto Innovation position peaked at $263K in Q2 2024.
  • 475 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2025.

Based on Greenhouse Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.