Orion Capital Management’s KLA KLAC Stock Holding History

Orion 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	$324K	Sell	1,074 -36	-3%	-$7.15K	0.1%	115
2026 Q1	$163K	Hold	1,110	–	–	0.06%	162
2025 Q4	$135K	Hold	1,110	–	–	0.05%	175
2025 Q3	$120K	Hold	1,110	–	–	0.04%	184
2025 Q2	$99.4K	Hold	1,110	–	–	0.04%	181
2025 Q1	$75.5K	Hold	1,110	–	–	0.03%	204
2024 Q4	$69.9K	Buy	+1,110	New	+$75K	0.03%	205
2024 Q3	–	Sell	-1,110	Closed	-$91.5K	–	294
2024 Q2	$91.5K	Hold	1,110	–	–	0.05%	162
2024 Q1	$77.5K	Hold	1,110	–	–	0.04%	194
2023 Q4	$64.5K	Hold	1,110	–	–	0.04%	209
2023 Q3	$50.9K	Buy	+1,110	New	+$53.2K	0.03%	221
2023 Q2	–	Sell	-1,110	Closed	-$44.3K	–	303
2023 Q1	$44.3K	Buy	+1,110	New	+$43.7K	0.03%	235

Other funds holding KLAC

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Orion Capital Management reduced its KLA (KLAC) stake by 3.2% in Q2 2026, selling an estimated $7.15K and leaving 1,074 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #115.

Orion Capital Management first reported a position in KLAC in Q1 2023 and has held it in 12 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Orion Capital Management held 1,074 shares of KLA worth $324K as of Q2 2026.
Orion Capital Management sold 36 KLA shares in Q2 2026, an estimated $7.15K.
KLA made up 0.1% of Orion Capital Management's portfolio in Q2 2026, its #115 holding.
Orion Capital Management first reported a position in KLA in Q1 2023 and has held it in 12 quarters since.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.