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Root Financial Partners’s Onto Innovation ONTO Stock Holding History

Root Financial Partners’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 		– Sell
-277
Closed -$56.8K – 2303
2026
Q1 		$56.8K Buy
277
+99
+56% +$20.3K ﹤0.01% 824
2025
Q4 		$28.1K Buy
178
+74
+71% +$10.5K ﹤0.01% 988
2025
Q3 		$13.4K Buy
+104
New +$11.1K ﹤0.01% 1309

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

Root Financial Partners's ONTO Position: Q2 2026 in Review

Root Financial Partners sold out of Onto Innovation (ONTO) in Q2 2026, closing a stake of 277 shares — an estimated $56.8K sold.

Root Financial Partners first reported a position in ONTO in Q3 2025 and held it in 3 quarters. The position peaked at $56.8K in Q1 2026. 688 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

  • Root Financial Partners reported no remaining Onto Innovation position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 277 Onto Innovation shares in Q2 2026, an estimated $56.8K.
  • Root Financial Partners first reported a position in Onto Innovation in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Onto Innovation position peaked at $56.8K in Q1 2026.
  • 688 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.