Taylor Frigon Capital Management’s Onto Innovation ONTO Stock Holding History

Taylor Frigon Capital 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
2026 Q2	$3.9M	Sell	10,317 -78	-0.8%	-$22.1K	1.83%	8
2026 Q1	$2.13M	Sell	10,395 -4,782	-32%	-$979K	1.21%	29
2025 Q4	$2.4M	Sell	15,177 -12,352	-45%	-$1.75M	1.21%	30
2025 Q3	$3.56M	Buy	27,529 +4,106	+18%	+$439K	1.77%	7
2025 Q2	$2.36M	Buy	23,423 +6,714	+40%	+$717K	1.26%	30
2025 Q1	$2.03M	Buy	16,709 +5,143	+44%	+$866K	1.21%	31
2024 Q4	$1.93M	Buy	+11,566	New	+$2.11M	0.98%	46

Other funds holding ONTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Taylor Frigon Capital Management's ONTO Position: Q2 2026 in Review

Taylor Frigon Capital Management reduced its Onto Innovation (ONTO) stake by 0.75% in Q2 2026, selling an estimated $22.1K and leaving 10,317 shares worth $3.9M. The position accounts for 1.83% of the portfolio, ranked #8.

Taylor Frigon Capital Management first reported a position in ONTO in Q4 2024 and has held it in 7 quarters since. 690 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

Taylor Frigon Capital Management held 10,317 shares of Onto Innovation worth $3.9M as of Q2 2026.
Taylor Frigon Capital Management sold 78 Onto Innovation shares in Q2 2026, an estimated $22.1K.
Onto Innovation made up 1.83% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #8 holding.
Taylor Frigon Capital Management first reported a position in Onto Innovation in Q4 2024 and has held it in 7 quarters since.
690 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.