O'Shaughnessy Asset Management’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
$110M Sell
363,574
-24,886
-6% -$4.94M 0.51% 34
2026
Q1
$57.2M Buy
388,460
+71,980
+23% +$10.5M 0.28% 69
2025
Q4
$38.5M Buy
316,480
+22,680
+8% +$2.66M 0.21% 97
2025
Q3
$31.7M Buy
293,800
+13,280
+5% +$1.24M 0.19% 107
2025
Q2
$25.1M Buy
280,520
+16,760
+6% +$1.26M 0.17% 130
2025
Q1
$17.9M Buy
263,760
+25,220
+11% +$1.82M 0.14% 164
2024
Q4
$15M Sell
238,540
-36,330
-13% -$2.46M 0.13% 166
2024
Q3
$22.8M Sell
274,870
-255,250
-48% -$20M 0.2% 106
2024
Q2
$43.7M Sell
530,120
-376,430
-42% -$27.8M 0.45% 41
2024
Q1
$63.3M Sell
906,550
-137,640
-13% -$8.84M 0.7% 24
2023
Q4
$60.7M Sell
1,044,190
-286,020
-22% -$14.9M 0.8% 14
2023
Q3
$61M Sell
1,330,210
-293,990
-18% -$14.1M 0.91% 8
2023
Q2
$78.8M Buy
1,624,200
+528,080
+48% +$22.1M 1.17% 8
2023
Q1
$43.8M Buy
1,096,120
+324,820
+42% +$12.8M 0.69% 23
2022
Q4
$29.1M Buy
771,300
+437,660
+131% +$15.3M 0.47% 49
2022
Q3
$10.1M Buy
333,640
+273,520
+455% +$9.47M 0.19% 137
2022
Q2
$1.92M Sell
60,120
-14,640
-20% -$492K 0.04% 396
2022
Q1
$2.74M Buy
74,760
+11,560
+18% +$432K 0.05% 337
2021
Q4
$2.72M Sell
63,200
-16,460
-21% -$635K 0.05% 318
2021
Q3
$2.67M Sell
79,660
-6,540
-8% -$218K 0.05% 268
2021
Q2
$2.79M Buy
86,200
+15,950
+23% +$511K 0.06% 261
2021
Q1
$2.32M Buy
70,250
+1,710
+2% +$51.5K 0.05% 251
2020
Q4
$1.77M Buy
68,540
+62,510
+1,037% +$1.46M 0.05% 230
2020
Q3
$117K Buy
6,030
+690
+13% +$13.6K ﹤0.01% 855
2020
Q2
$104K Buy
5,340
+5,030
+1,623% +$86K ﹤0.01% 832
2020
Q1
$4K Sell
310
-3,740
-92% -$60.2K ﹤0.01% 1100
2019
Q4
$72K Buy
+4,050
New +$67.9K ﹤0.01% 882
2014
Q4
Sell
-280
Closed -$2K 1044
2014
Q3
$2K Sell
280
-140
-33% -$1.06K ﹤0.01% 900
2014
Q2
$3K Sell
420
-270
-39% -$1.79K ﹤0.01% 883
2014
Q1
$5K Buy
690
+120
+21% +$776 ﹤0.01% 834
2013
Q4
$4K Sell
570
-17,030
-97% -$107K ﹤0.01% 855
2013
Q3
$107K Sell
17,600
-4,600
-21% -$27K ﹤0.01% 572
2013
Q2
$124K Buy
+22,200
New +$121K ﹤0.01% 562

Other funds holding KLAC

O'Shaughnessy Asset Management's KLAC Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its KLA (KLAC) stake by 6.4% in Q2 2026, selling an estimated $4.94M and leaving 363,574 shares worth $110M. The position accounts for 0.51% of the portfolio, ranked #34.

O'Shaughnessy Asset Management first reported a position in KLAC in Q2 2013 and has held it in 33 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • O'Shaughnessy Asset Management held 363,574 shares of KLA worth $110M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 24,886 KLA shares in Q2 2026, an estimated $4.94M.
  • KLA made up 0.51% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #34 holding.
  • O'Shaughnessy Asset Management first reported a position in KLA in Q2 2013 and has held it in 33 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.