Phoenix Financial’s Onto Innovation ONTO Stock Holding History

Phoenix Financial’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 Q3	$139M	Buy	450,163 +48,350	+12%	+$13.8M	0.93%	32
2026 Q2	$152M	Buy	+401,813	New	+$114M	1.04%	29
2023 Q2	–	Sell	-87,453	Closed	-$7.69M	–	353
2023 Q1	$7.69M	Sell	87,453 -12,250	-12%	-$994K	0.17%	68
2022 Q4	$6.79M	Sell	99,703 -33,497	-25%	-$2.41M	0.13%	79
2022 Q3	$8.68M	Buy	133,200 +23,900	+22%	+$1.76M	0.19%	73
2022 Q2	$7.62M	Buy	109,300 +1,100	+1%	+$81.4K	0.16%	91
2022 Q1	$9.4M	Sell	108,200 -6,050	-5%	-$538K	0.16%	104
2021 Q4	$11.6M	Buy	114,250 +55,895	+96%	+$4.82M	0.19%	97
2021 Q3	$4.21M	Buy	58,355 +33,145	+131%	+$2.39M	0.07%	153
2021 Q2	$1.85M	Buy	25,210 +9,400	+59%	+$646K	0.04%	223
2021 Q1	$985K	Buy	+15,810	New	+$942K	0.02%	282

Other funds holding ONTO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Phoenix Financial's ONTO Position: Q3 2026 in Review

Phoenix Financial increased its Onto Innovation (ONTO) stake by 12% in Q3 2026, buying an estimated $13.8M and bringing the position to 450,163 shares worth $139M. The position accounts for 0.93% of the portfolio, ranked #32.

Phoenix Financial first reported a position in ONTO in Q1 2021 and has held it in 11 quarters since. The position peaked at $152M in Q2 2026. 307 funds tracked by Wall St. Rank hold ONTO as of Q3 2026.

Phoenix Financial held 450,163 shares of Onto Innovation worth $139M as of Q3 2026.
Phoenix Financial bought 48,350 Onto Innovation shares in Q3 2026, an estimated $13.8M.
Onto Innovation made up 0.93% of Phoenix Financial's portfolio in Q3 2026, its #32 holding.
Phoenix Financial first reported a position in Onto Innovation in Q1 2021 and has held it in 11 quarters since.
Phoenix Financial's Onto Innovation position peaked at $152M in Q2 2026.
307 funds tracked by Wall St. Rank held Onto Innovation as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.