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Montag & Associates’s Kulicke & Soffa KLIC Stock Holding History

Montag & Associates’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06K Buy
+8
New +$784 ﹤0.01% 920

Other funds holding KLIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montag & Associates's KLIC Position: Q2 2026 in Review

Montag & Associates opened a new position in Kulicke & Soffa (KLIC) in Q2 2026: 8 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings.

463 funds tracked by Wall St. Rank hold KLIC as of Q2 2026.

  • Montag & Associates held 8 shares of Kulicke & Soffa worth $1.06K as of Q2 2026.
  • Kulicke & Soffa was a new Montag & Associates position in Q2 2026.
  • Kulicke & Soffa made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #920 holding.
  • 463 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.