Integrated Wealth Concepts
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Integrated Wealth Concepts’s Onto Innovation ONTO Stock Holding History

Integrated Wealth Concepts’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 		$6.64M Sell
17,532
-3,896
-18% -$1.1M 0.04% 394
2026
Q1 		$4.39M Sell
21,428
-5,986
-22% -$1.23M 0.04% 464
2025
Q4 		$4.33M Buy
27,414
+25,542
+1,364% +$3.63M 0.05% 326
2025
Q3 		$242K Buy
+1,872
New +$200K ﹤0.01% 1755
2025
Q1 		– Sell
-1,460
Closed -$243K – 1815
2024
Q4 		$243K Sell
1,460
-263
-15% -$48.1K ﹤0.01% 1497
2024
Q3 		$358K Buy
1,723
+59
+4% +$11.9K ﹤0.01% 1235
2024
Q2 		$365K Sell
1,664
-590
-26% -$122K 0.01% 1199
2024
Q1 		$408K Sell
2,254
-354
-14% -$59.8K 0.01% 1143
2023
Q4 		$399K Buy
2,608
+54
+2% +$7.26K 0.01% 1102
2023
Q3 		$326K Buy
2,554
+84
+3% +$10K 0.01% 1187
2023
Q2 		$288K Sell
2,470
-513
-17% -$48.9K ﹤0.01% 1245
2023
Q1 		$262K Buy
+2,983
New +$242K 0.01% 1116
2022
Q3 		– Sell
-3,242
Closed -$226K – 996
2022
Q2 		$226K Sell
3,242
-621
-16% -$46K 0.01% 850
2022
Q1 		$336K Sell
3,863
-6,389
-62% -$568K 0.01% 706
2021
Q4 		$1.04M Sell
10,252
-213
-2% -$18.4K 0.03% 407
2021
Q3 		$756K Buy
10,465
+448
+4% +$32.3K 0.02% 473
2021
Q2 		$732K Buy
+10,017
New +$688K 0.03% 441

Other funds holding ONTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Paradigm Capital Management Inc
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Integrated Wealth Concepts's ONTO Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Onto Innovation (ONTO) stake by 18% in Q2 2026, selling an estimated $1.1M and leaving 17,532 shares worth $6.64M. The position accounts for 0.04% of the portfolio, ranked #394.

Integrated Wealth Concepts first reported a position in ONTO in Q2 2021 and has held it in 17 quarters since. 694 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

  • Integrated Wealth Concepts held 17,532 shares of Onto Innovation worth $6.64M as of Q2 2026.
  • Integrated Wealth Concepts sold 3,896 Onto Innovation shares in Q2 2026, an estimated $1.1M.
  • Onto Innovation made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #394 holding.
  • Integrated Wealth Concepts first reported a position in Onto Innovation in Q2 2021 and has held it in 17 quarters since.
  • 694 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.