Juncture Wealth Strategies’s Onto Innovation ONTO Stock Holding History

Juncture Wealth Strategies’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 Q3	–	Sell	-4,960	Closed	-$501K	–	140
2025 Q2	$501K	Sell	4,960 -2,840	-36%	-$303K	0.18%	72
2025 Q1	$946K	Sell	7,800 -529	-6%	-$89.1K	0.37%	47
2024 Q4	$1.39M	Sell	8,329 -343	-4%	-$62.7K	0.52%	32
2024 Q3	$1.8M	Sell	8,672 -9	-0.1%	-$1.82K	0.7%	24
2024 Q2	$1.91M	Buy	8,681 +140	+2%	+$28.9K	0.8%	21
2024 Q1	$1.55M	Sell	8,541 -953	-10%	-$161K	0.67%	26
2023 Q4	$1.45M	Buy	9,494 +132	+1%	+$17.8K	0.66%	32
2023 Q3	$1.19M	Buy	9,362 +2,594	+38%	+$308K	0.58%	38
2023 Q2	$788K	Sell	6,768 -3,842	-36%	-$367K	0.37%	50
2023 Q1	$932K	Sell	10,610 -547	-5%	-$44.4K	0.46%	41
2022 Q4	$760K	Buy	11,157 +517	+5%	+$37.1K	0.36%	51
2022 Q3	$681K	Sell	10,640 -1,259	-11%	-$92.5K	0.34%	55
2022 Q2	$830K	Sell	11,899 -1,384	-10%	-$102K	0.41%	44
2022 Q1	$1.15M	Buy	13,283 +922	+7%	+$82K	0.55%	36
2021 Q4	$1.25M	Buy	12,361 +67	+0.5%	+$5.78K	0.6%	38
2021 Q3	$888K	Buy	12,294 +1,676	+16%	+$121K	0.47%	44
2021 Q2	$817K	Buy	10,618 +1,424	+15%	+$97.8K	0.47%	51
2021 Q1	$573K	Buy	9,194 +114	+1%	+$6.79K	0.36%	62
2020 Q4	$432K	Sell	9,080 -2,390	-21%	-$95.8K	0.27%	76
2020 Q3	$342K	Buy	11,470 +445	+4%	+$14.8K	0.24%	90
2020 Q2	$375K	Buy	+11,025	New	+$358K	0.28%	79

Other funds holding ONTO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VOYA Investment Management

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