Latitude Advisors’s KLA KLAC Stock Holding History

Latitude Advisors’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	$291K	Sell	966 -1,684	-64%	-$334K	0.12%	191
2026 Q1	$391K	Sell	2,650 -220	-8%	-$32.2K	0.18%	131
2025 Q4	$349K	Sell	2,870 -30	-1%	-$3.52K	0.15%	144
2025 Q3	$313K	Buy	2,900 +600	+26%	+$56K	0.14%	146
2025 Q2	$206K	Buy	+2,300	New	+$173K	0.1%	200
2024 Q4	–	Sell	-3,120	Closed	-$242K	–	195
2024 Q3	$242K	Buy	3,120 +100	+3%	+$7.85K	0.14%	164
2024 Q2	$249K	Sell	3,020 -50	-2%	-$3.69K	0.15%	141
2024 Q1	$214K	Buy	+3,070	New	+$197K	0.13%	165
2022 Q2	–	Sell	-7,840	Closed	-$287K	–	236
2022 Q1	$287K	Sell	7,840 -13,820	-64%	-$517K	0.06%	265
2021 Q4	$932K	Buy	21,660 +1,810	+9%	+$69.9K	0.26%	79
2021 Q3	$664K	Buy	19,850 +10,950	+123%	+$366K	0.21%	99
2021 Q2	$288K	Buy	8,900 +860	+11%	+$27.6K	0.21%	115
2021 Q1	$266K	Buy	+8,040	New	+$242K	0.22%	116

Other funds holding KLAC

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Latitude Advisors's KLAC Position: Q2 2026 in Review

Latitude Advisors reduced its KLA (KLAC) stake by 64% in Q2 2026, selling an estimated $334K and leaving 966 shares worth $291K. The position accounts for 0.12% of the portfolio, ranked #191.

Latitude Advisors first reported a position in KLAC in Q1 2021 and has held it in 13 quarters since. The position peaked at $932K in Q4 2021. 1,119 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Latitude Advisors held 966 shares of KLA worth $291K as of Q2 2026.
Latitude Advisors sold 1,684 KLA shares in Q2 2026, an estimated $334K.
KLA made up 0.12% of Latitude Advisors's portfolio in Q2 2026, its #191 holding.
Latitude Advisors first reported a position in KLA in Q1 2021 and has held it in 13 quarters since.
Latitude Advisors's KLA position peaked at $932K in Q4 2021.
1,119 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.