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Pension & Wealth Management Advisors’s Onto Innovation ONTO Stock Holding History

Pension & Wealth Management 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
2026
Q2 		$149K Sell
394
-162
-29% -$45.8K 0.04% 206
2026
Q1 		$114K Sell
556
-256
-32% -$52.4K 0.03% 223
2025
Q4 		$128K Sell
812
-310
-28% -$44K 0.04% 211
2025
Q3 		$145K Buy
+1,122
New +$120K 0.05% 171

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Pension & Wealth Management Advisors's ONTO Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Onto Innovation (ONTO) stake by 29% in Q2 2026, selling an estimated $45.8K and leaving 394 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #206.

Pension & Wealth Management Advisors first reported a position in ONTO in Q3 2025 and has held it in 4 quarters since. 642 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

  • Pension & Wealth Management Advisors held 394 shares of Onto Innovation worth $149K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 162 Onto Innovation shares in Q2 2026, an estimated $45.8K.
  • Onto Innovation made up 0.04% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #206 holding.
  • Pension & Wealth Management Advisors first reported a position in Onto Innovation in Q3 2025 and has held it in 4 quarters since.
  • 642 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.