SWM
ONTO icon

Shelton Wealth Management’s Onto Innovation ONTO Stock Holding History

Shelton Wealth Management’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
-4,152
Closed -$504K – 164
2025
Q1 		$504K Buy
+4,152
New +$699K 0.27% 97

Other funds holding ONTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shelton Wealth Management's ONTO Position: Q2 2025 in Review

Shelton Wealth Management sold out of Onto Innovation (ONTO) in Q2 2025, closing a stake of 4,152 shares — an estimated $504K sold.

Shelton Wealth Management first reported a position in ONTO in Q1 2025 and held it in 1 quarter. The position peaked at $504K in Q1 2025. 448 funds tracked by Wall St. Rank hold ONTO as of Q2 2025.

  • Shelton Wealth Management reported no remaining Onto Innovation position as of Q2 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 4,152 Onto Innovation shares in Q2 2025, an estimated $504K.
  • Shelton Wealth Management first reported a position in Onto Innovation in Q1 2025 and held it in 1 quarter.
  • Shelton Wealth Management's Onto Innovation position peaked at $504K in Q1 2025.
  • 448 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2025.

Based on Shelton Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.