Liontrust Investment Partners’s KLA KLAC Stock Holding History

Liontrust Investment 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	$5.5M	Sell	18,213 -38,287	-68%	-$7.6M	0.08%	116
2026 Q1	$8.32M	Sell	56,500 -109,080	-66%	-$16M	0.14%	98
2025 Q4	$20.1M	Buy	165,580 +137,250	+484%	+$16.1M	0.3%	76
2025 Q3	$3.06M	Sell	28,330 -6,170	-18%	-$576K	0.04%	139
2025 Q2	$3.09M	Hold	34,500	–	–	0.04%	142
2025 Q1	$2.35M	Sell	34,500 -1,230	-3%	-$88.6K	0.04%	145
2024 Q4	$2.25M	Buy	+35,730	New	+$2.41M	0.03%	143
2023 Q1	–	Sell	-80,000	Closed	-$3.02M	–	219
2022 Q4	$3.02M	Hold	80,000	–	–	0.05%	119
2022 Q3	$2.42M	Hold	80,000	–	–	0.04%	181
2022 Q2	$2.55M	Hold	80,000	–	–	0.04%	188
2022 Q1	$2.93M	Hold	80,000	–	–	0.04%	146
2021 Q4	$3.44M	Hold	80,000	–	–	0.04%	149
2021 Q3	$2.68M	Buy	+80,000	New	+$2.67M	0.04%	153
2020 Q4	$2.07M	Buy	+80,000	New	+$1.86M	0.04%	145

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Liontrust Investment Partners's KLAC Position: Q2 2026 in Review

Liontrust Investment Partners reduced its KLA (KLAC) stake by 68% in Q2 2026, selling an estimated $7.6M and leaving 18,213 shares worth $5.5M. The position accounts for 0.08% of the portfolio, ranked #116.

Liontrust Investment Partners first reported a position in KLAC in Q4 2020 and has held it in 14 quarters since. The position peaked at $20.1M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Liontrust Investment Partners held 18,213 shares of KLA worth $5.5M as of Q2 2026.
Liontrust Investment Partners sold 38,287 KLA shares in Q2 2026, an estimated $7.6M.
KLA made up 0.08% of Liontrust Investment Partners's portfolio in Q2 2026, its #116 holding.
Liontrust Investment Partners first reported a position in KLA in Q4 2020 and has held it in 14 quarters since.
Liontrust Investment Partners's KLA position peaked at $20.1M in Q4 2025.
2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.