Blue Fin Capital’s KLA KLAC Stock Holding History

Blue Fin Capital’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Buy	4,580 +1,540	+51%	+$306K	0.2%	69
2026 Q1	$448K	Sell	3,040 -60	-2%	-$8.78K	0.07%	107
2025 Q4	$377K	Sell	3,100 -50	-2%	-$5.87K	0.06%	121
2025 Q3	$340K	Sell	3,150 -140	-4%	-$13.1K	0.05%	123
2025 Q2	$295K	Sell	3,290 -60	-2%	-$4.51K	0.05%	127
2025 Q1	$228K	Sell	3,350 -90	-3%	-$6.48K	0.04%	131
2024 Q4	$217K	Sell	3,440 -180	-5%	-$12.2K	0.04%	132
2024 Q3	$280K	Sell	3,620 -220	-6%	-$17.3K	0.05%	128
2024 Q2	$317K	Hold	3,840	–	–	0.06%	121
2024 Q1	$268K	Sell	3,840 -60	-2%	-$3.85K	0.06%	129
2023 Q4	$227K	Buy	+3,900	New	+$203K	0.06%	133

Other funds holding KLAC

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Blue Fin Capital's KLAC Position: Q2 2026 in Review

Blue Fin Capital increased its KLA (KLAC) stake by 51% in Q2 2026, buying an estimated $306K and bringing the position to 4,580 shares worth $1.38M. The position accounts for 0.2% of the portfolio, ranked #69.

Blue Fin Capital first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. 1,250 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Blue Fin Capital held 4,580 shares of KLA worth $1.38M as of Q2 2026.
Blue Fin Capital bought 1,540 KLA shares in Q2 2026, an estimated $306K.
KLA made up 0.2% of Blue Fin Capital's portfolio in Q2 2026, its #69 holding.
Blue Fin Capital first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
1,250 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.