Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s KLA KLAC Stock Holding History

Kovitz Investment Group 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 		$2.89M Sell
9,592
-2,398
-20% -$476K 0.06% 181
2026
Q1 		$1.77M Sell
11,990
-1,670
-12% -$244K 0.04% 249
2025
Q4 		$1.66M Sell
13,660
-131,520
-91% -$15.4M 0.04% 256
2025
Q3 		$15.7M Buy
145,180
+6,550
+5% +$611K 0.06% 251
2025
Q2 		$12.4M Buy
138,630
+92,960
+204% +$6.99M 0.05% 270
2025
Q1 		$3.1M Buy
45,670
+800
+2% +$57.6K 0.02% 496
2024
Q4 		$2.83M Sell
44,870
-1,060
-2% -$71.6K 0.01% 508
2024
Q3 		$2.34M Buy
45,930
+15,580
+51% +$1.22M 0.02% 470
2024
Q2 		$2.5M Buy
30,350
+12,400
+69% +$916K 0.02% 396
2024
Q1 		$1.25M Buy
17,950
+1,550
+9% +$99.5K 0.02% 371
2023
Q4 		$953K Sell
16,400
-2,210
-12% -$115K 0.02% 296
2023
Q3 		$854K Sell
18,610
-1,120
-6% -$53.7K 0.02% 297
2023
Q2 		$957K Sell
19,730
-130
-0.7% -$5.43K 0.01% 299
2023
Q1 		$793K Sell
19,860
-1,050
-5% -$41.4K 0.01% 308
2022
Q4 		$788K Sell
20,910
-40
-0.2% -$1.39K 0.02% 307
2022
Q3 		$634K Sell
20,950
-1,000
-5% -$34.6K 0.01% 311
2022
Q2 		$700K Sell
21,950
-800
-4% -$26.9K 0.02% 314
2022
Q1 		$833K Sell
22,750
-19,230
-46% -$719K 0.02% 306
2021
Q4 		$1.09M Buy
41,980
+16,020
+62% +$618K 0.03% 266
2021
Q3 		$868K Sell
25,960
-9,300
-26% -$310K 0.02% 310
2021
Q2 		$1.14M Sell
35,260
-3,970
-10% -$127K 0.02% 288
2021
Q1 		$1.3M Sell
39,230
-2,750
-7% -$82.9K 0.03% 255
2020
Q4 		$1.09M Sell
41,980
-4,050
-9% -$94.4K 0.03% 260
2020
Q3 		$892K Sell
46,030
-1,750
-4% -$34.6K 0.03% 265
2020
Q2 		$929K Sell
47,780
-28,110
-37% -$481K 0.03% 256
2020
Q1 		$1.09M Sell
75,890
-1,450
-2% -$23.4K 0.04% 231
2019
Q4 		$1.38M Sell
77,340
-1,000
-1% -$16.8K 0.04% 231
2019
Q3 		$1.25M Sell
78,340
-3,300
-4% -$46.1K 0.04% 236
2019
Q2 		$965K Sell
81,640
-750
-0.9% -$8.67K 0.03% 268
2019
Q1 		$984K Buy
+82,390
New +$886K 0.03% 277

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's KLAC Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its KLA (KLAC) stake by 20% in Q2 2026, selling an estimated $476K and leaving 9,592 shares worth $2.89M. The position accounts for 0.06% of the portfolio, ranked #181.

Kovitz Investment Group Partners first reported a position in KLAC in Q1 2019 and has held it in 30 quarters since. The position peaked at $15.7M in Q3 2025. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Kovitz Investment Group Partners held 9,592 shares of KLA worth $2.89M as of Q2 2026.
  • Kovitz Investment Group Partners sold 2,398 KLA shares in Q2 2026, an estimated $476K.
  • KLA made up 0.06% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #181 holding.
  • Kovitz Investment Group Partners first reported a position in KLA in Q1 2019 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's KLA position peaked at $15.7M in Q3 2025.
  • 2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.