IMA Advisory Services’s Onto Innovation ONTO Stock Holding History

IMA Advisory Services’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	$4.51M	Sell	21,970 -643	-3%	-$132K	0.44%	50
2025 Q4	$3.57M	Sell	22,613 -185	-0.8%	-$26.3K	0.34%	64
2025 Q3	$2.95M	Sell	22,798 -716	-3%	-$76.6K	0.3%	68
2025 Q2	$2.37M	Buy	23,514 +2,451	+12%	+$262K	0.25%	73
2025 Q1	$2.56M	Sell	21,063 -509	-2%	-$85.7K	0.3%	62
2024 Q4	$3.6M	Sell	21,572 -190	-0.9%	-$34.7K	0.43%	51
2024 Q3	$4.52M	Buy	+21,762	New	+$4.39M	0.98%	26
2023 Q4	–	Sell	-27,397	Closed	-$3.49M	–	208
2023 Q3	$3.49M	Sell	27,397 -471	-2%	-$56K	0.9%	31
2023 Q2	$3.25M	Buy	27,868 +149	+0.5%	+$14.2K	0.83%	38
2023 Q1	$2.44M	Sell	27,719 -980	-3%	-$79.5K	0.63%	49
2022 Q4	$1.95M	Buy	28,699 +12,226	+74%	+$878K	0.52%	57
2022 Q3	$1.05M	Sell	16,473 -1,529	-8%	-$112K	0.28%	87
2022 Q2	$1.25M	Sell	18,002 -2,447	-12%	-$181K	0.31%	89
2022 Q1	$1.78M	Sell	20,449 -10,572	-34%	-$940K	0.41%	80
2021 Q4	$3.14M	Sell	31,021 -8,943	-22%	-$772K	0.69%	45
2021 Q3	$2.89M	Sell	39,964 -32	-0.1%	-$2.31K	0.68%	48
2021 Q2	$2.92M	Sell	39,996 -10,794	-21%	-$742K	0.68%	49
2021 Q1	$3.34M	Sell	50,790 -5,830	-10%	-$347K	0.82%	38
2020 Q4	$2.69M	Buy	56,620 +560	+1%	+$22.4K	0.75%	48
2020 Q3	$1.67M	Sell	56,060 -4,041	-7%	-$134K	0.56%	62
2020 Q2	$2.05M	Sell	60,101 -18,743	-24%	-$609K	0.74%	52
2020 Q1	$2.34M	Sell	78,844 -26,033	-25%	-$890K	1.03%	34
2019 Q4	$3.83M	Sell	104,877 -3,782	-3%	-$128K	1.42%	18
2019 Q3	$3.54M	Sell	108,659 -81	-0.1%	-$2.52K	1.34%	19
2019 Q2	$3.77M	Buy	108,740 +1,061	+1%	+$33.9K	1.41%	18
2019 Q1	$3.33M	Buy	107,679 +13,548	+14%	+$398K	1.29%	22
2018 Q4	$2.57M	Buy	94,131 +15,337	+19%	+$473K	1.2%	21
2018 Q3	$2.96M	Buy	78,794 +2,421	+3%	+$95.2K	1.16%	30
2018 Q2	$2.7M	Sell	76,373 -13,603	-15%	-$466K	1.13%	28
2018 Q1	$2.42M	Buy	89,976 +42,123	+88%	+$1.13M	1.08%	34
2017 Q4	$1.19M	Buy	+47,853	New	+$1.27M	0.53%	69

Other funds holding ONTO

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

IMA Advisory Services's ONTO Position: Q1 2026 in Review

IMA Advisory Services reduced its Onto Innovation (ONTO) stake by 2.8% in Q1 2026, selling an estimated $132K and leaving 21,970 shares worth $4.51M. The position accounts for 0.44% of the portfolio, ranked #50.

IMA Advisory Services first reported a position in ONTO in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.52M in Q3 2024. 574 funds tracked by Wall St. Rank hold ONTO as of Q1 2026.

IMA Advisory Services held 21,970 shares of Onto Innovation worth $4.51M as of Q1 2026.
IMA Advisory Services sold 643 Onto Innovation shares in Q1 2026, an estimated $132K.
Onto Innovation made up 0.44% of IMA Advisory Services's portfolio in Q1 2026, its #50 holding.
IMA Advisory Services first reported a position in Onto Innovation in Q4 2017 and has held it in 31 quarters since.
IMA Advisory Services's Onto Innovation position peaked at $4.52M in Q3 2024.
574 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.