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JGP Wealth Management’s KLA KLAC Stock Holding History

JGP Wealth 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 		$105M Sell
346,796
-34,104
-9% -$6.77M 9.39% 2
2026
Q1 		$56.1M Sell
380,900
-20,600
-5% -$3.01M 5.83% 3
2025
Q4 		$48.8M Sell
401,500
-9,280
-2% -$1.09M 5.08% 3
2025
Q3 		$46.8M Sell
410,780
-2,280
-0.6% -$213K 5.19% 3
2025
Q2 		$37M Buy
413,060
+3,680
+0.9% +$277K 4.48% 4
2025
Q1 		$27.8M Buy
409,380
+2,680
+0.7% +$193K 3.66% 4
2024
Q4 		$25.6M Buy
406,700
+7,460
+2% +$504K 3.31% 5
2024
Q3 		$30.9M Sell
399,240
-4,610
-1% -$362K 3.98% 3
2024
Q2 		$33.3M Sell
403,850
-560
-0.1% -$41.4K 4.75% 2
2024
Q1 		$28.3M Sell
404,410
-59,990
-13% -$3.85M 4.1% 3
2023
Q4 		$27M Sell
464,400
-2,990
-0.6% -$156K 4.01% 3
2023
Q3 		$21.4M Sell
467,390
-2,340
-0.5% -$112K 3.6% 3
2023
Q2 		$22.8M Buy
469,730
+810
+0.2% +$33.8K 3.72% 3
2023
Q1 		$18.7M Buy
468,920
+3,150
+0.7% +$124K 3.28% 3
2022
Q4 		$17.6M Sell
465,770
-17,230
-4% -$600K 3.23% 3
2022
Q3 		$15.2M Buy
483,000
+7,250
+2% +$251K 3.19% 4
2022
Q2 		$13.9M Buy
475,750
+17,570
+4% +$591K 2.81% 4
2022
Q1 		$15.6M Sell
458,180
-111,900
-20% -$4.19M 2.88% 4
2021
Q4 		$24M Buy
570,080
+9,850
+2% +$380K 4.47% 2
2021
Q3 		$18.7M Sell
560,230
-2,890
-0.5% -$96.5K 4.05% 2
2021
Q2 		$18.3M Buy
563,120
+543,770
+2,810% +$17.4M 3.93% 2
2021
Q1 		$639K Buy
19,350
+610
+3% +$18.4K 0.14% 83
2020
Q4 		$551K Buy
18,740
+2,240
+14% +$52.2K 0.13% 86
2020
Q3 		$335K Buy
16,500
+2,740
+20% +$54.1K 0.09% 99
2020
Q2 		$281K Buy
13,760
+390
+3% +$6.67K 0.08% 103
2020
Q1 		$204K Sell
13,370
-580
-4% -$9.34K 0.07% 120
2019
Q4 		$244K Buy
13,950
+260
+2% +$4.36K 0.07% 119
2019
Q3 		$212K Buy
+13,690
New +$191K 0.07% 126

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

JGP Wealth Management's KLAC Position: Q2 2026 in Review

JGP Wealth Management reduced its KLA (KLAC) stake by 9% in Q2 2026, selling an estimated $6.77M and leaving 346,796 shares worth $105M. The position accounts for 9.39% of the portfolio, ranked #2.

JGP Wealth Management first reported a position in KLAC in Q3 2019 and has held it in 28 quarters since. 850 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • JGP Wealth Management held 346,796 shares of KLA worth $105M as of Q2 2026.
  • JGP Wealth Management sold 34,104 KLA shares in Q2 2026, an estimated $6.77M.
  • KLA made up 9.39% of JGP Wealth Management's portfolio in Q2 2026, its #2 holding.
  • JGP Wealth Management first reported a position in KLA in Q3 2019 and has held it in 28 quarters since.
  • 850 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.