Oak Ridge Investments’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35.9M | Sell |
119,027
-65,603
| -36% | -$13M | 2.03% | 11 |
|
|
2026
Q1 | $27.2M | Buy |
184,630
+11,150
| +6% | +$1.63M | 1.8% | 10 |
|
|
2025
Q4 | $21.1M | Buy |
173,480
+8,900
| +5% | +$1.04M | 1.28% | 15 |
|
|
2025
Q3 | $17.8M | Buy |
164,580
+3,590
| +2% | +$335K | 1.15% | 16 |
|
|
2025
Q2 | $14.4M | Buy |
160,990
+2,760
| +2% | +$208K | 1.03% | 18 |
|
|
2025
Q1 | $10.8M | Buy |
158,230
+10,000
| +7% | +$720K | 0.89% | 24 |
|
|
2024
Q4 | $9.34M | Buy |
148,230
+8,590
| +6% | +$581K | 0.73% | 30 |
|
|
2024
Q3 | $10.8M | Sell |
139,640
-59,670
| -30% | -$4.68M | 0.94% | 22 |
|
|
2024
Q2 | $16.4M | Buy |
199,310
+9,870
| +5% | +$729K | 1.57% | 12 |
|
|
2024
Q1 | $13.2M | Buy |
189,440
+8,520
| +5% | +$547K | 1.34% | 15 |
|
|
2023
Q4 | $10.5M | Buy |
180,920
+1,940
| +1% | +$101K | 1.21% | 16 |
|
|
2023
Q3 | $8.21M | Buy |
178,980
+8,060
| +5% | +$387K | 1.05% | 19 |
|
|
2023
Q2 | $8.29M | Sell |
170,920
-420
| -0.2% | -$17.5K | 1.02% | 18 |
|
|
2023
Q1 | $6.84M | Sell |
171,340
-150
| -0.1% | -$5.91K | 0.93% | 25 |
|
|
2022
Q4 | $6.47M | Sell |
171,490
-2,620
| -2% | -$91.3K | 0.96% | 23 |
|
|
2022
Q3 | $5.27M | Sell |
174,110
-11,000
| -6% | -$381K | 0.8% | 33 |
|
|
2022
Q2 | $5.91M | Sell |
185,110
-890
| -0.5% | -$29.9K | 0.86% | 27 |
|
|
2022
Q1 | $6.81M | Sell |
186,000
-2,960
| -2% | -$111K | 0.76% | 34 |
|
|
2021
Q4 | $8.13M | Sell |
188,960
-2,850
| -1% | -$110K | 0.69% | 51 |
|
|
2021
Q3 | $6.42M | Sell |
191,810
-3,760
| -2% | -$126K | 0.57% | 68 |
|
|
2021
Q2 | $6.34M | Sell |
195,570
-3,730
| -2% | -$120K | 0.55% | 65 |
|
|
2021
Q1 | $6.58M | Buy |
199,300
+1,190
| +0.6% | +$35.9K | 0.61% | 61 |
|
|
2020
Q4 | $5.13M | Sell |
198,110
-88,070
| -31% | -$2.05M | 0.45% | 86 |
|
|
2020
Q3 | $5.54M | Sell |
286,180
-2,330
| -0.8% | -$46K | 0.43% | 84 |
|
|
2020
Q2 | $5.61M | Sell |
288,510
-3,880
| -1% | -$66.3K | 0.47% | 81 |
|
|
2020
Q1 | $4.2M | Sell |
292,390
-22,480
| -7% | -$362K | 0.43% | 88 |
|
|
2019
Q4 | $5.61M | Sell |
314,870
-16,060
| -5% | -$269K | 0.41% | 90 |
|
|
2019
Q3 | $5.28M | Sell |
330,930
-6,470
| -2% | -$90.4K | 0.4% | 88 |
|
|
2019
Q2 | $3.99M | Sell |
337,400
-32,280
| -9% | -$373K | 0.28% | 104 |
|
|
2019
Q1 | $4.41M | Sell |
369,680
-168,950
| -31% | -$1.82M | 0.28% | 107 |
|
|
2018
Q4 | $4.82M | Sell |
538,630
-67,530
| -11% | -$629K | 0.35% | 100 |
|
|
2018
Q3 | $6.17M | Sell |
606,160
-37,600
| -6% | -$411K | 0.34% | 98 |
|
|
2018
Q2 | $6.6M | Sell |
643,760
-15,510
| -2% | -$169K | 0.37% | 97 |
|
|
2018
Q1 | $7.19M | Buy |
659,270
+182,860
| +38% | +$2.03M | 0.4% | 91 |
|
|
2017
Q4 | $5.01M | Buy |
+476,410
| New | +$5.02M | 0.24% | 104 |
|
Other funds holding KLAC
PAM
ATO
AAMU
FMI
Oak Ridge Investments's KLAC Position: Q2 2026 in Review
Oak Ridge Investments reduced its KLA (KLAC) stake by 36% in Q2 2026, selling an estimated $13M and leaving 119,027 shares worth $35.9M. The position accounts for 2.03% of the portfolio, ranked #11.
Oak Ridge Investments first reported a position in KLAC in Q4 2017 and has held it in 35 quarters since. 706 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.
- Oak Ridge Investments held 119,027 shares of KLA worth $35.9M as of Q2 2026.
- Oak Ridge Investments sold 65,603 KLA shares in Q2 2026, an estimated $13M.
- KLA made up 2.03% of Oak Ridge Investments's portfolio in Q2 2026, its #11 holding.
- Oak Ridge Investments first reported a position in KLA in Q4 2017 and has held it in 35 quarters since.
- 706 funds tracked by Wall St. Rank held KLA as of Q2 2026.
Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.