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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
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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Phoenix Financial's ONTO Position: Q2 2026 in Review

Phoenix Financial opened a new position in Onto Innovation (ONTO) in Q2 2026: 401,813 shares worth $152M. The stake represents 1.04% of the portfolio and ranks #29 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in ONTO as recently as Q1 2023.

Phoenix Financial first reported a position in ONTO in Q1 2021 and has held it in 10 quarters since. 690 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

  • Phoenix Financial held 401,813 shares of Onto Innovation worth $152M as of Q2 2026.
  • Onto Innovation was a new Phoenix Financial position in Q2 2026.
  • Onto Innovation made up 1.04% of Phoenix Financial's portfolio in Q2 2026, its #29 holding.
  • Phoenix Financial first reported a position in Onto Innovation in Q1 2021 and has held it in 10 quarters since.
  • 690 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.