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Steward Financial Group’s Onto Innovation ONTO Stock Holding History

Steward Financial 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
2023
Q3 		$5K Buy
+42
New +$4.99K ﹤0.01% 633
2022
Q3 		– Sell
-22
Closed -$1K – 940
2022
Q2 		$1K Buy
+22
New +$1.63K ﹤0.01% 822

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's ONTO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Onto Innovation (ONTO) in Q3 2023: 42 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ONTO as recently as Q2 2022.

Steward Financial Group first reported a position in ONTO in Q2 2022 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold ONTO as of Q3 2023.

  • Steward Financial Group held 42 shares of Onto Innovation worth $5K as of Q3 2023.
  • Onto Innovation was a new Steward Financial Group position in Q3 2023.
  • Onto Innovation made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #633 holding.
  • Steward Financial Group first reported a position in Onto Innovation in Q2 2022 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held Onto Innovation as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.