Walled Lake Planning & Wealth Management’s Onto Innovation ONTO Stock Holding History

Walled Lake Planning & 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
2026 Q2	$322K	Buy	+850	New	+$241K	0.08%	106

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

Walled Lake Planning & Wealth Management's ONTO Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management opened a new position in Onto Innovation (ONTO) in Q2 2026: 850 shares worth $322K. The stake represents 0.08% of the portfolio and ranks #106 among its holdings.

688 funds tracked by Wall St. Rank hold ONTO as of Q2 2026.

Walled Lake Planning & Wealth Management held 850 shares of Onto Innovation worth $322K as of Q2 2026.
Onto Innovation was a new Walled Lake Planning & Wealth Management position in Q2 2026.
Onto Innovation made up 0.08% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #106 holding.
688 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.