Pacific Wealth Management’s Onto Innovation ONTO Stock Holding History

Pacific Wealth 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	$487K	Sell	1,287 -300	-19%	-$84.9K	0.22%	10
2026 Q1	$325K	Sell	1,587 -50	-3%	-$10.2K	0.18%	16
2025 Q4	$258K	Sell	1,637 -100	-6%	-$14.2K	0.12%	20
2025 Q3	$224K	Buy	+1,737	New	+$186K	0.11%	22
2025 Q2	–	Sell	-1,737	Closed	-$211K	–	23
2025 Q1	$211K	Hold	1,737	–	–	0.12%	17
2024 Q4	$290K	Hold	1,737	–	–	0.15%	16
2024 Q3	$361K	Hold	1,737	–	–	0.17%	15
2024 Q2	$381K	Sell	1,737 -100	-5%	-$20.7K	0.19%	15
2024 Q1	$281K	Hold	1,837	–	–	0.16%	23
2023 Q4	$281K	Hold	1,837	–	–	0.16%	23
2023 Q3	$234K	Hold	1,837	–	–	0.15%	23
2023 Q2	$214K	Sell	1,837 -500	-21%	-$47.7K	0.14%	26
2023 Q1	$205K	Buy	+2,337	New	+$190K	0.13%	26
2022 Q2	–	Sell	-2,337	Closed	-$203K	–	17
2022 Q1	$203K	Hold	2,337	–	–	0.18%	16
2021 Q4	$237K	Buy	+2,337	New	+$202K	0.18%	12

Other funds holding ONTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pacific Wealth Management's ONTO Position: Q2 2026 in Review

Pacific Wealth Management reduced its Onto Innovation (ONTO) stake by 19% in Q2 2026, selling an estimated $84.9K and leaving 1,287 shares worth $487K. The position accounts for 0.22% of the portfolio, ranked #10.

Pacific Wealth Management first reported a position in ONTO in Q4 2021 and has held it in 15 quarters since. 690 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

Pacific Wealth Management held 1,287 shares of Onto Innovation worth $487K as of Q2 2026.
Pacific Wealth Management sold 300 Onto Innovation shares in Q2 2026, an estimated $84.9K.
Onto Innovation made up 0.22% of Pacific Wealth Management's portfolio in Q2 2026, its #10 holding.
Pacific Wealth Management first reported a position in Onto Innovation in Q4 2021 and has held it in 15 quarters since.
690 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on Pacific Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.