CLP
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Charis Legacy Partners’s KLA KLAC Stock Holding History

Charis Legacy Partners’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 		$5.55M Hold
18,380
– – 6.82% 5
2026
Q1 		$2.71M Hold
18,380
– – 3.96% 7
2025
Q4 		$2.23M Sell
18,380
-1,000
-5% -$117K 3.3% 9
2025
Q3 		$2.09M Hold
19,380
– – 3.12% 10
2025
Q2 		$1.74M Sell
19,380
-1,160
-6% -$87.3K 2.86% 10
2025
Q1 		$1.4M Buy
20,540
+2,000
+11% +$144K 2.64% 11
2024
Q4 		$1.17M Buy
+18,540
New +$1.25M 2.38% 11

Other funds holding KLAC

UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Charis Legacy Partners's KLAC Position: Q2 2026 in Review

Charis Legacy Partners held its KLA (KLAC) position steady in Q2 2026 at 18,380 shares worth $5.55M. The position accounts for 6.82% of the portfolio, ranked #5.

Charis Legacy Partners first reported a position in KLAC in Q4 2024 and has held it in 7 quarters since. 999 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Charis Legacy Partners held 18,380 shares of KLA worth $5.55M as of Q2 2026.
  • Charis Legacy Partners left its KLA share count unchanged in Q2 2026.
  • KLA made up 6.82% of Charis Legacy Partners's portfolio in Q2 2026, its #5 holding.
  • Charis Legacy Partners first reported a position in KLA in Q4 2024 and has held it in 7 quarters since.
  • 999 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.