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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Liontrust Investment Partners's KLAC Position: Q1 2026 in Review

Liontrust Investment Partners reduced its KLA (KLAC) stake by 66% in Q1 2026, selling an estimated $16M and leaving 56,500 shares worth $8.32M. The position accounts for 0.14% of the portfolio, ranked #98.

Liontrust Investment Partners first reported a position in KLAC in Q4 2020 and has held it in 13 quarters since. The position peaked at $20.1M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Liontrust Investment Partners held 56,500 shares of KLA worth $8.32M as of Q1 2026.
Liontrust Investment Partners sold 109,080 KLA shares in Q1 2026, an estimated $16M.
KLA made up 0.14% of Liontrust Investment Partners's portfolio in Q1 2026, its #98 holding.
Liontrust Investment Partners first reported a position in KLA in Q4 2020 and has held it in 13 quarters since.
Liontrust Investment Partners's KLA position peaked at $20.1M in Q4 2025.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.