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Principia Wealth Advisory’s Onto Innovation ONTO Stock Holding History

Principia Wealth Advisory’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
Q2 		– Sell
-3
Closed -$400 – 990
2025
Q1 		$400 Buy
3
+1
+50% +$168 ﹤0.01% 632
2024
Q4 		$333 Buy
+2
New +$365 ﹤0.01% 657

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Principia Wealth Advisory's ONTO Position: Q2 2025 in Review

Principia Wealth Advisory sold out of Onto Innovation (ONTO) in Q2 2025, closing a stake of 3 shares — an estimated $400 sold.

Principia Wealth Advisory first reported a position in ONTO in Q4 2024 and held it in 2 quarters. The position peaked at $400 in Q1 2025. 447 funds tracked by Wall St. Rank hold ONTO as of Q2 2025.

  • Principia Wealth Advisory reported no remaining Onto Innovation position as of Q2 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 3 Onto Innovation shares in Q2 2025, an estimated $400.
  • Principia Wealth Advisory first reported a position in Onto Innovation in Q4 2024 and held it in 2 quarters.
  • Principia Wealth Advisory's Onto Innovation position peaked at $400 in Q1 2025.
  • 447 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.