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OneDigital Investment Advisors’s Onto Innovation ONTO Stock Holding History

OneDigital Investment 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
-1,459
Closed -$243K – 1472
2024
Q4 		$243K Sell
1,459
-582
-29% -$106K ﹤0.01% 1236
2024
Q3 		$424K Buy
2,041
+502
+33% +$101K ﹤0.01% 1004
2024
Q2 		$338K Buy
+1,539
New +$318K ﹤0.01% 1050

Other funds holding ONTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

OneDigital Investment Advisors's ONTO Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of Onto Innovation (ONTO) in Q1 2025, closing a stake of 1,459 shares — an estimated $243K sold.

OneDigital Investment Advisors first reported a position in ONTO in Q2 2024 and held it in 3 quarters. The position peaked at $424K in Q3 2024. 475 funds tracked by Wall St. Rank hold ONTO as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining Onto Innovation position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,459 Onto Innovation shares in Q1 2025, an estimated $243K.
  • OneDigital Investment Advisors first reported a position in Onto Innovation in Q2 2024 and held it in 3 quarters.
  • OneDigital Investment Advisors's Onto Innovation position peaked at $424K in Q3 2024.
  • 475 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.