JWA
ONTO icon

JFS Wealth Advisors’s Onto Innovation ONTO Stock Holding History

JFS Wealth Advisors’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 		$17.4K Hold
46
– – ﹤0.01% 803
2026
Q1 		$9.43K Buy
46
+5
+12% +$1.02K ﹤0.01% 970
2025
Q4 		$6.47K Buy
41
+10
+32% +$1.42K ﹤0.01% 1135
2025
Q3 		$4.01K Sell
31
-1
-3% -$107 ﹤0.01% 1206
2025
Q2 		$3.23K Sell
32
-2
-6% -$214 ﹤0.01% 1246
2025
Q1 		$4.13K Hold
34
– – ﹤0.01% 1199
2024
Q4 		$5.67K Sell
34
-1
-3% -$183 ﹤0.01% 1083
2024
Q3 		$7.26K Buy
35
+1
+3% +$202 ﹤0.01% 974
2024
Q2 		$7.47K Hold
34
– – ﹤0.01% 892
2024
Q1 		$6.16K Hold
34
– – ﹤0.01% 1027
2023
Q4 		$5.2K Sell
34
-2
-6% -$269 ﹤0.01% 1039
2023
Q3 		$4.59K Buy
36
+4
+13% +$475 ﹤0.01% 1023
2023
Q2 		$3.73K Buy
32
+1
+3% +$95 ﹤0.01% 1136
2023
Q1 		$2.73K Buy
31
+12
+63% +$973 ﹤0.01% 1240
2022
Q4 		$1.29K Sell
19
-1
-5% -$72 ﹤0.01% 1529
2022
Q3 		$1K Sell
20
-23
-53% -$1.69K ﹤0.01% 1613
2022
Q2 		$3K Buy
43
+21
+95% +$1.55K ﹤0.01% 1214
2022
Q1 		$2K Buy
22
+10
+83% +$889 ﹤0.01% 1469
2021
Q4 		$1K Buy
+12
New +$1.04K ﹤0.01% 1494

Other funds holding ONTO

TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return