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LRI Investments’s KLA KLAC Stock Holding History

LRI Investments’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 		$299K Buy
990
+50
+5% +$9.93K 0.02% 260
2026
Q1 		$138K Buy
940
+60
+7% +$8.78K 0.01% 353
2025
Q4 		$107K Hold
880
– – 0.01% 397
2025
Q3 		$94.9K Hold
880
– – 0.01% 427
2025
Q2 		$78.8K Buy
880
+230
+35% +$17.3K 0.01% 474
2025
Q1 		$44.2K Hold
650
– – ﹤0.01% 548
2024
Q4 		$41K Sell
650
-150
-19% -$10.1K ﹤0.01% 552
2024
Q3 		$51.3K Sell
800
-20
-2% -$1.57K 0.01% 504
2024
Q2 		$67.4K Buy
820
+170
+26% +$12.6K 0.01% 448
2024
Q1 		$45.4K Buy
+650
New +$41.7K 0.01% 278

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
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
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

LRI Investments's KLAC Position: Q2 2026 in Review

LRI Investments increased its KLA (KLAC) stake by 5.3% in Q2 2026, buying an estimated $9.93K and bringing the position to 990 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #260.

LRI Investments first reported a position in KLAC in Q1 2024 and has held it in 10 quarters since. 1,125 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • LRI Investments held 990 shares of KLA worth $299K as of Q2 2026.
  • LRI Investments bought 50 KLA shares in Q2 2026, an estimated $9.93K.
  • KLA made up 0.02% of LRI Investments's portfolio in Q2 2026, its #260 holding.
  • LRI Investments first reported a position in KLA in Q1 2024 and has held it in 10 quarters since.
  • 1,125 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.