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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return