Impax Asset Management Group
KLAC icon

Impax Asset Management Group’s KLA KLAC Stock Holding History

Impax Asset Management Group’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 		$749M Sell
2,482,564
-1,155,326
-32% -$229M 4.87% 1
2026
Q1 		$536M Buy
3,637,890
+1,513,160
+71% +$221M 3.73% 4
2025
Q4 		$258M Sell
2,124,730
-397,150
-16% -$46.6M 1.62% 17
2025
Q3 		$271M Sell
2,521,880
-929,330
-27% -$86.7M 1.58% 16
2025
Q2 		$308M Sell
3,451,210
-447,130
-11% -$33.6M 1.77% 12
2025
Q1 		$264M Buy
3,898,340
+1,354,690
+53% +$97.6M 1.59% 15
2024
Q4 		$160M Buy
2,543,650
+860,770
+51% +$58.2M 0.73% 50
2024
Q3 		$130M Sell
1,682,880
-109,740
-6% -$8.61M 0.51% 64
2024
Q2 		$148M Sell
1,792,620
-8,690
-0.5% -$642K 0.6% 57
2024
Q1 		$126M Buy
1,801,310
+370
+0% +$23.8K 0.48% 69
2023
Q4 		$105M Sell
1,800,940
-329,370
-15% -$17.1M 0.42% 68
2023
Q3 		$97.7M Sell
2,130,310
-240
-0% -$11.5K 0.44% 70
2023
Q2 		$103M Sell
2,130,550
-247,710
-10% -$10.4M 0.42% 71
2023
Q1 		$94.9M Buy
2,378,260
+341,000
+17% +$13.4M 0.4% 69
2022
Q4 		$76.8M Buy
+2,037,260
New +$71M 0.34% 78

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Impax Asset Management Group's KLAC Position: Q2 2026 in Review

Impax Asset Management Group reduced its KLA (KLAC) stake by 32% in Q2 2026, selling an estimated $229M and leaving 2,482,564 shares worth $749M. The position accounts for 4.87% of the portfolio, ranked #1.

Impax Asset Management Group first reported a position in KLAC in Q4 2022 and has held it in 15 quarters since. 2,102 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Impax Asset Management Group held 2,482,564 shares of KLA worth $749M as of Q2 2026.
  • Impax Asset Management Group sold 1,155,326 KLA shares in Q2 2026, an estimated $229M.
  • KLA made up 4.87% of Impax Asset Management Group's portfolio in Q2 2026, its #1 holding.
  • Impax Asset Management Group first reported a position in KLA in Q4 2022 and has held it in 15 quarters since.
  • 2,102 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Impax Asset Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.