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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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Franklin Resources
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCMI
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VOYA Investment Management
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Wealthspire Advisors (New York)'s ONTO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Onto Innovation (ONTO) in Q4 2025, closing a stake of 892 shares — an estimated $115K sold.

Wealthspire Advisors (New York) first reported a position in ONTO in Q3 2023 and held it in 7 quarters. The position peaked at $409K in Q1 2024. 490 funds tracked by Wall St. Rank hold ONTO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Onto Innovation position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 892 Onto Innovation shares in Q4 2025, an estimated $115K.
  • Wealthspire Advisors (New York) first reported a position in Onto Innovation in Q3 2023 and held it in 7 quarters.
  • Wealthspire Advisors (New York)'s Onto Innovation position peaked at $409K in Q1 2024.
  • 490 funds tracked by Wall St. Rank held Onto Innovation as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.