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LGT Financial Advisors’s Onto Innovation ONTO Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-155
Closed -$25.8K – 602
2024
Q4 		$25.8K Hold
155
– – 0.06% 254
2024
Q3 		$32.2K Sell
155
-90
-37% -$18.2K 0.08% 188
2024
Q2 		$53.8K Buy
245
+90
+58% +$18.6K 0.11% 155
2024
Q1 		$28.1K Hold
155
– – 0.03% 302
2023
Q4 		$23.7K Hold
155
– – 0.03% 318
2023
Q3 		$19.8K Buy
+155
New +$18.4K 0.03% 343

Other funds holding ONTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

LGT Financial Advisors's ONTO Position: Q1 2025 in Review

LGT Financial Advisors sold out of Onto Innovation (ONTO) in Q1 2025, closing a stake of 155 shares — an estimated $25.8K sold.

LGT Financial Advisors first reported a position in ONTO in Q3 2023 and held it in 6 quarters. The position peaked at $53.8K in Q2 2024. 475 funds tracked by Wall St. Rank hold ONTO as of Q1 2025.

  • LGT Financial Advisors reported no remaining Onto Innovation position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 155 Onto Innovation shares in Q1 2025, an estimated $25.8K.
  • LGT Financial Advisors first reported a position in Onto Innovation in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Onto Innovation position peaked at $53.8K in Q2 2024.
  • 475 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.