Morningstar Investment Management’s KLA KLAC Stock Holding History

Morningstar Investment 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	$4.8M	Sell	3,259 -29,331	-90%	-$5.82M	0.3%	76
2026 Q1	$4.8M	Sell	32,590 -16,310	-33%	-$2.39M	0.3%	76
2025 Q4	$5.94M	Sell	48,900 -63,470	-56%	-$7.44M	0.35%	65
2025 Q3	$12.1M	Buy	112,370 +107,780	+2,348%	+$10.1M	0.45%	40
2025 Q2	$411K	Buy	+4,590	New	+$345K	0.04%	132
2025 Q1	–	Sell	-5,190	Closed	-$327K	–	150
2024 Q4	$327K	Hold	5,190	–	–	0.03%	153
2024 Q3	$431K	Sell	5,190 -280	-5%	-$22K	0.04%	144
2024 Q2	$451K	Hold	5,470	–	–	0.05%	130
2024 Q1	$382K	Hold	5,470	–	–	0.04%	142
2023 Q4	$318K	Buy	5,470 +30	+0.6%	+$1.56K	0.04%	151
2023 Q3	$250K	Hold	5,440	–	–	0.03%	139
2023 Q2	$264K	Buy	+5,440	New	+$227K	0.04%	140

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

Morningstar Investment Management's KLAC Position: Q2 2026 in Review

Morningstar Investment Management reduced its KLA (KLAC) stake by 90% in Q2 2026, selling an estimated $5.82M and leaving 3,259 shares worth $4.8M. The position accounts for 0.3% of the portfolio, ranked #76.

Morningstar Investment Management first reported a position in KLAC in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.1M in Q3 2025. 1,107 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Morningstar Investment Management held 3,259 shares of KLA worth $4.8M as of Q2 2026.
Morningstar Investment Management sold 29,331 KLA shares in Q2 2026, an estimated $5.82M.
KLA made up 0.3% of Morningstar Investment Management's portfolio in Q2 2026, its #76 holding.
Morningstar Investment Management first reported a position in KLA in Q2 2023 and has held it in 12 quarters since.
Morningstar Investment Management's KLA position peaked at $12.1M in Q3 2025.
1,107 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.