Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Onto Innovation ONTO Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.71M Buy
28,067
+1,455
+5% +$412K 0.01% 1048
2026
Q1 		$2.71M Buy
26,612
+14,944
+128% +$3.06M 0.01% 1228
2025
Q4 		$2.32M Buy
11,668
+9,304
+394% +$1.32M ﹤0.01% 1435
2025
Q3 		$319K Sell
2,364
-116
-5% -$12.4K ﹤0.01% 2730
2025
Q2 		$258K Buy
+2,480
New +$265K ﹤0.01% 2764
2025
Q1 		– Sell
-1,434
Closed -$239K – 3106
2024
Q4 		$239K Sell
1,434
-1,299
-48% -$237K ﹤0.01% 2569
2024
Q3 		$567K Buy
2,733
+1,105
+68% +$223K ﹤0.01% 1750
2024
Q2 		$357K Buy
1,628
+510
+46% +$105K ﹤0.01% 1862
2024
Q1 		$202K Buy
+1,118
New +$189K ﹤0.01% 2190

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Swedbank
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AAP
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Handelsbanken Fonder
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NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
ACM
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ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return