Hudson Portfolio Management’s Photronics PLAB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$500K Sell
15,370
-10,540
-41% -$446K 0.38% 73
2026
Q1
$1.05M Sell
25,910
-200
-0.8% -$7.23K 0.88% 41
2025
Q4
$836K Hold
26,110
0.72% 48
2025
Q3
$599K Hold
26,110
0.53% 60
2025
Q2
$492K Hold
26,110
0.46% 71
2025
Q1
$542K Sell
26,110
-200
-0.8% -$4.45K 0.52% 59
2024
Q4
$620K Sell
26,310
-400
-1% -$9.79K 0.61% 56
2024
Q3
$661K Buy
+26,710
New +$646K 0.65% 52
2023
Q4
$847K Sell
27,010
-700
-3% -$15.6K 0.92% 37
2023
Q3
$560K Hold
27,710
0.64% 52
2023
Q2
$715K Hold
27,710
0.78% 47
2023
Q1
$459K Buy
27,710
+200
+0.7% +$3.52K 0.51% 62
2022
Q4
$463K Buy
27,510
+8,990
+49% +$153K 0.51% 66
2022
Q3
$270K Buy
+18,520
New +$364K 0.32% 80

Other funds holding PLAB

Hudson Portfolio Management's PLAB Position: Q2 2026 in Review

Hudson Portfolio Management reduced its Photronics (PLAB) stake by 41% in Q2 2026, selling an estimated $446K and leaving 15,370 shares worth $500K. The position accounts for 0.38% of the portfolio, ranked #73.

Hudson Portfolio Management first reported a position in PLAB in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.05M in Q1 2026. 313 funds tracked by Wall St. Rank hold PLAB as of Q2 2026.

  • Hudson Portfolio Management held 15,370 shares of Photronics worth $500K as of Q2 2026.
  • Hudson Portfolio Management sold 10,540 Photronics shares in Q2 2026, an estimated $446K.
  • Photronics made up 0.38% of Hudson Portfolio Management's portfolio in Q2 2026, its #73 holding.
  • Hudson Portfolio Management first reported a position in Photronics in Q3 2022 and has held it in 14 quarters since.
  • Hudson Portfolio Management's Photronics position peaked at $1.05M in Q1 2026.
  • 313 funds tracked by Wall St. Rank held Photronics as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.