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Junto Capital Management’s Onto Innovation ONTO Stock Holding History

Junto Capital 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
2026
Q2 		$22.1M Sell
58,521
-154,727
-73% -$43.8M 0.39% 73
2026
Q1 		$43.7M Sell
213,248
-152,995
-42% -$31.3M 0.92% 48
2025
Q4 		$57.8M Buy
366,243
+57,843
+19% +$8.22M 1.27% 31
2025
Q3 		$39.9M Buy
+308,400
New +$33M 0.82% 48

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 $3.37T AUM 44.26% 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
PCMI
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

Junto Capital Management's ONTO Position: Q2 2026 in Review

Junto Capital Management reduced its Onto Innovation (ONTO) stake by 73% in Q2 2026, selling an estimated $43.8M and leaving 58,521 shares worth $22.1M. The position accounts for 0.39% of the portfolio, ranked #73.

Junto Capital Management first reported a position in ONTO in Q3 2025 and has held it in 4 quarters since. The position peaked at $57.8M in Q4 2025. 688 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

  • Junto Capital Management held 58,521 shares of Onto Innovation worth $22.1M as of Q2 2026.
  • Junto Capital Management sold 154,727 Onto Innovation shares in Q2 2026, an estimated $43.8M.
  • Onto Innovation made up 0.39% of Junto Capital Management's portfolio in Q2 2026, its #73 holding.
  • Junto Capital Management first reported a position in Onto Innovation in Q3 2025 and has held it in 4 quarters since.
  • Junto Capital Management's Onto Innovation position peaked at $57.8M in Q4 2025.
  • 688 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.