Marietta Investment Partners’s KLA KLAC Stock Holding History

Marietta 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	$241K	Buy	+800	New	+$159K	0.04%	160
2022 Q2	–	Sell	-11,150	Closed	-$408K	–	179
2022 Q1	$408K	Hold	11,150	–	–	0.09%	138
2021 Q4	$480K	Sell	11,150 -130	-1%	-$5.02K	0.1%	137
2021 Q3	$377K	Hold	11,280	–	–	0.09%	147
2021 Q2	$366K	Hold	11,280	–	–	0.08%	145
2021 Q1	$373K	Sell	11,280 -100	-0.9%	-$3.01K	0.09%	140
2020 Q4	$295K	Hold	11,380	–	–	0.08%	132
2020 Q3	$220K	Sell	11,380 -104,860	-90%	-$2.07M	0.07%	134
2020 Q2	$2.26M	Sell	116,240 -24,790	-18%	-$424K	0.75%	36
2020 Q1	$2.03M	Sell	141,030 -50,800	-26%	-$818K	0.87%	31
2019 Q4	$3.42M	Buy	+191,830	New	+$3.22M	1.12%	25

Other funds holding KLAC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Marietta Investment Partners opened a new position in KLA (KLAC) in Q2 2026: 800 shares worth $241K. The stake represents 0.04% of the portfolio and ranks #160 among its holdings. This is a return to the name: Marietta Investment Partners previously reported a position in KLAC as recently as Q1 2022.

Marietta Investment Partners first reported a position in KLAC in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.42M in Q4 2019. 2,216 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Marietta Investment Partners held 800 shares of KLA worth $241K as of Q2 2026.
KLA was a new Marietta Investment Partners position in Q2 2026.
KLA made up 0.04% of Marietta Investment Partners's portfolio in Q2 2026, its #160 holding.
Marietta Investment Partners first reported a position in KLA in Q4 2019 and has held it in 11 quarters since.
Marietta Investment Partners's KLA position peaked at $3.42M in Q4 2019.
2,216 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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