Monument Capital Management’s KLA KLAC Stock Holding History

Monument Capital Management’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	$4.59M	Buy	15,207 +12,917	+564%	+$2.56M	0.92%	35
2026 Q1	$337K	Buy	2,290 +130	+6%	+$19K	0.08%	167
2025 Q4	$262K	Hold	2,160	–	–	0.07%	189
2025 Q3	$233K	Sell	2,160 -820	-28%	-$76.5K	0.06%	198
2025 Q2	$267K	Sell	2,980 -20	-0.7%	-$1.5K	0.07%	180
2025 Q1	$204K	Buy	+3,000	New	+$216K	0.06%	188
2024 Q4	–	Sell	-4,880	Closed	-$378K	–	209
2024 Q3	$378K	Buy	4,880 +80	+2%	+$6.28K	0.1%	130
2024 Q2	$396K	Sell	4,800 -40	-0.8%	-$2.96K	0.12%	123
2024 Q1	$338K	Buy	4,840 +280	+6%	+$18K	0.1%	146
2023 Q4	$265K	Buy	4,560 +130	+3%	+$6.77K	0.09%	157
2023 Q3	$203K	Buy	4,430 +70	+2%	+$3.36K	0.07%	161
2023 Q2	$211K	Buy	+4,360	New	+$182K	0.07%	153

Other funds holding KLAC

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Monument Capital Management's KLAC Position: Q2 2026 in Review

Monument Capital Management increased its KLA (KLAC) stake by 564% in Q2 2026, buying an estimated $2.56M and bringing the position to 15,207 shares worth $4.59M. The position accounts for 0.92% of the portfolio, ranked #35.

Monument Capital Management first reported a position in KLAC in Q2 2023 and has held it in 12 quarters since. 1,125 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Monument Capital Management held 15,207 shares of KLA worth $4.59M as of Q2 2026.
Monument Capital Management bought 12,917 KLA shares in Q2 2026, an estimated $2.56M.
KLA made up 0.92% of Monument Capital Management's portfolio in Q2 2026, its #35 holding.
Monument Capital Management first reported a position in KLA in Q2 2023 and has held it in 12 quarters since.
1,125 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.