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United Capital Financial Advisors’s Onto Innovation ONTO Stock Holding History

United Capital Financial Advisors’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 		$489K Sell
1,291
-329
-20% -$93.1K ﹤0.01% 1133
2026
Q1 		$332K Buy
+1,620
New +$332K ﹤0.01% 1294
2025
Q1 		– Sell
-1,622
Closed -$270K – 1099
2024
Q4 		$270K Sell
1,622
-83
-5% -$15.2K ﹤0.01% 916
2024
Q3 		$354K Sell
1,705
-5
-0.3% -$1.01K ﹤0.01% 825
2024
Q2 		$375K Sell
1,710
-156
-8% -$32.2K ﹤0.01% 783
2024
Q1 		$338K Sell
1,866
-20
-1% -$3.38K ﹤0.01% 845
2023
Q4 		$288K Buy
+1,886
New +$254K ﹤0.01% 887

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

United Capital Financial Advisors's ONTO Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Onto Innovation (ONTO) stake by 20% in Q2 2026, selling an estimated $93.1K and leaving 1,291 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

United Capital Financial Advisors first reported a position in ONTO in Q4 2023 and has held it in 7 quarters since. 688 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

  • United Capital Financial Advisors held 1,291 shares of Onto Innovation worth $489K as of Q2 2026.
  • United Capital Financial Advisors sold 329 Onto Innovation shares in Q2 2026, an estimated $93.1K.
  • Onto Innovation made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1133 holding.
  • United Capital Financial Advisors first reported a position in Onto Innovation in Q4 2023 and has held it in 7 quarters since.
  • 688 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.