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Wealthspire Advisors (New York)’s Onto Innovation ONTO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-892
Closed -$115K – 2299
2025
Q3 		$115K Buy
+892
New +$95.5K ﹤0.01% 974
2025
Q1 		– Sell
-1,549
Closed -$258K – 818
2024
Q4 		$258K Sell
1,549
-155
-9% -$28.3K ﹤0.01% 677
2024
Q3 		$354K Buy
1,704
+14
+0.8% +$2.83K ﹤0.01% 583
2024
Q2 		$371K Sell
1,690
-566
-25% -$117K ﹤0.01% 489
2024
Q1 		$409K Hold
2,256
– – 0.01% 461
2023
Q4 		$345K Hold
2,256
– – ﹤0.01% 492
2023
Q3 		$288K Buy
+2,256
New +$268K ﹤0.01% 494

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State Street
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Wellington Management Group
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Geode Capital Management
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PCMI
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VOYA Investment Management
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