Pinnacle Wealth Planning Services’s Onto Innovation ONTO Stock Holding History

Pinnacle Wealth Planning Services’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	$75.3K	Sell	199 -7	-3%	-$1.98K	0.01%	1031
2026 Q1	$42.2K	Sell	206 -112	-35%	-$22.9K	﹤0.01%	1289
2025 Q4	$50.2K	Buy	+318	New	+$45.2K	0.01%	1198
2025 Q1	–	Sell	-1,267	Closed	-$211K	–	423
2024 Q4	$211K	Sell	1,267 -92	-7%	-$16.8K	0.03%	348
2024 Q3	$282K	Sell	1,359 -13	-0.9%	-$2.62K	0.04%	325
2024 Q2	$301K	Sell	1,372 -64	-4%	-$13.2K	0.04%	292
2024 Q1	$260K	Buy	1,436 +2	+0.1%	+$338	0.04%	339
2023 Q4	$219K	Buy	+1,434	New	+$193K	0.03%	370
2021 Q1	–	Sell	-515	Closed	-$24K	–	1451
2020 Q4	$24K	Buy	+515	New	+$20.6K	0.01%	1091

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

Pinnacle Wealth Planning Services's ONTO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Onto Innovation (ONTO) stake by 3.4% in Q2 2026, selling an estimated $1.98K and leaving 199 shares worth $75.3K. The position accounts for 0.01% of the portfolio, ranked #1031.

Pinnacle Wealth Planning Services first reported a position in ONTO in Q4 2020 and has held it in 9 quarters since. The position peaked at $301K in Q2 2024. 690 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

Pinnacle Wealth Planning Services held 199 shares of Onto Innovation worth $75.3K as of Q2 2026.
Pinnacle Wealth Planning Services sold 7 Onto Innovation shares in Q2 2026, an estimated $1.98K.
Onto Innovation made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1031 holding.
Pinnacle Wealth Planning Services first reported a position in Onto Innovation in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Onto Innovation position peaked at $301K in Q2 2024.
690 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.