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Portside Wealth Group’s Onto Innovation ONTO Stock Holding History

Portside Wealth Group’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
2025
Q1 		– Sell
-1,247
Closed -$208K – 441
2024
Q4 		$208K Sell
1,247
-310
-20% -$56.6K 0.03% 397
2024
Q3 		$323K Buy
1,557
+513
+49% +$104K 0.06% 296
2024
Q2 		$229K Sell
1,044
-347
-25% -$71.7K 0.04% 319
2024
Q1 		$252K Buy
+1,391
New +$235K 0.05% 305

Other funds holding ONTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Portside Wealth Group's ONTO Position: Q1 2025 in Review

Portside Wealth Group sold out of Onto Innovation (ONTO) in Q1 2025, closing a stake of 1,247 shares — an estimated $208K sold.

Portside Wealth Group first reported a position in ONTO in Q1 2024 and held it in 4 quarters. The position peaked at $323K in Q3 2024. 475 funds tracked by Wall St. Rank hold ONTO as of Q1 2025.

  • Portside Wealth Group reported no remaining Onto Innovation position as of Q1 2025 after selling out during the quarter.
  • Portside Wealth Group sold 1,247 Onto Innovation shares in Q1 2025, an estimated $208K.
  • Portside Wealth Group first reported a position in Onto Innovation in Q1 2024 and held it in 4 quarters.
  • Portside Wealth Group's Onto Innovation position peaked at $323K in Q3 2024.
  • 475 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2025.

Based on Portside Wealth Group's 13F filing for Q1 2025, filed 10 Apr 2025.