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Caldwell Investment Management’s KLA KLAC Stock Holding History

Caldwell Investment Management’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 		– Sell
-12,000
Closed -$1.66M – 49
2026
Q1 		$1.66M Buy
+12,000
New +$1.76M 0.65% 26

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Caldwell Investment Management's KLAC Position: Q2 2026 in Review

Caldwell Investment Management sold out of KLA (KLAC) in Q2 2026, closing a stake of 12,000 shares — an estimated $1.66M sold.

Caldwell Investment Management first reported a position in KLAC in Q1 2026 and held it in 1 quarter. The position peaked at $1.66M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Caldwell Investment Management reported no remaining KLA position as of Q2 2026 after selling out during the quarter.
  • Caldwell Investment Management sold 12,000 KLA shares in Q2 2026, an estimated $1.66M.
  • Caldwell Investment Management first reported a position in KLA in Q1 2026 and held it in 1 quarter.
  • Caldwell Investment Management's KLA position peaked at $1.66M in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.