WWM
ONTO icon

Whalen Wealth Management’s Onto Innovation ONTO Stock Holding History

Whalen 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
2025
Q4 		– Sell
-3,148
Closed -$407K – 220
2025
Q3 		$407K Buy
+3,148
New +$337K 0.24% 103

Other funds holding ONTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Whalen Wealth Management's ONTO Position: Q4 2025 in Review

Whalen Wealth Management sold out of Onto Innovation (ONTO) in Q4 2025, closing a stake of 3,148 shares — an estimated $407K sold.

Whalen Wealth Management first reported a position in ONTO in Q3 2025 and held it in 1 quarter. The position peaked at $407K in Q3 2025. 493 funds tracked by Wall St. Rank hold ONTO as of Q4 2025.

  • Whalen Wealth Management reported no remaining Onto Innovation position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 3,148 Onto Innovation shares in Q4 2025, an estimated $407K.
  • Whalen Wealth Management first reported a position in Onto Innovation in Q3 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Onto Innovation position peaked at $407K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held Onto Innovation as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.