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Unique Wealth Strategies’s Onto Innovation ONTO Stock Holding History

Unique Wealth Strategies’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
Q1 		– Sell
-4,087
Closed -$645K – 246
2025
Q4 		$645K Buy
+4,087
New +$580K 0.25% 105

Other funds holding ONTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Unique Wealth Strategies's ONTO Position: Q1 2026 in Review

Unique Wealth Strategies sold out of Onto Innovation (ONTO) in Q1 2026, closing a stake of 4,087 shares — an estimated $645K sold.

Unique Wealth Strategies first reported a position in ONTO in Q4 2025 and held it in 1 quarter. The position peaked at $645K in Q4 2025. 574 funds tracked by Wall St. Rank hold ONTO as of Q1 2026.

  • Unique Wealth Strategies reported no remaining Onto Innovation position as of Q1 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 4,087 Onto Innovation shares in Q1 2026, an estimated $645K.
  • Unique Wealth Strategies first reported a position in Onto Innovation in Q4 2025 and held it in 1 quarter.
  • Unique Wealth Strategies's Onto Innovation position peaked at $645K in Q4 2025.
  • 574 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2026.

Based on Unique Wealth Strategies's 13F filing for Q1 2026, filed 15 Jul 2026.