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Osterweis Capital Management’s KLA KLAC Stock Holding History

Osterweis 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 		$658K Hold
2,180
– – 0.03% 107
2026
Q1 		$321K Hold
2,180
– – 0.02% 119
2025
Q4 		$265K Hold
2,180
– – 0.01% 127
2025
Q3 		$235K Hold
2,180
– – 0.01% 130
2025
Q2 		$195K Buy
+2,180
New +$164K 0.01% 140
2017
Q1 		– Sell
-2,596,250
Closed -$20.4M – 94
2016
Q4 		$20.4M Buy
+2,596,250
New +$19.8M 1.47% 33

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Osterweis Capital Management held its KLA (KLAC) position steady in Q2 2026 at 2,180 shares worth $658K. The position accounts for 0.03% of the portfolio, ranked #107.

Osterweis Capital Management first reported a position in KLAC in Q4 2016 and has held it in 6 quarters since. The position peaked at $20.4M in Q4 2016. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Osterweis Capital Management held 2,180 shares of KLA worth $658K as of Q2 2026.
  • Osterweis Capital Management left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.03% of Osterweis Capital Management's portfolio in Q2 2026, its #107 holding.
  • Osterweis Capital Management first reported a position in KLA in Q4 2016 and has held it in 6 quarters since.
  • Osterweis Capital Management's KLA position peaked at $20.4M in Q4 2016.
  • 2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.