Ridgewood Investments’s KLA KLAC Stock Holding History

Ridgewood Investments’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	$724K	Sell	2,400 -650	-21%	-$129K	0.27%	121
2026 Q1	$449K	Buy	+3,050	New	+$446K	0.18%	146
2025 Q3	$768K	Hold	7,120	–	–	0.32%	93
2025 Q2	$638K	Buy	7,120 +1,430	+25%	+$108K	0.28%	97
2025 Q1	$387K	Buy	5,690 +780	+16%	+$56.2K	0.18%	132
2024 Q4	$309K	Buy	4,910 +1,980	+68%	+$134K	0.15%	147
2024 Q3	$227K	Buy	+2,930	New	+$230K	0.11%	157
2020 Q1	–	Sell	-22,940	Closed	-$409K	–	178
2019 Q4	$409K	Sell	22,940 -9,560	-29%	-$160K	0.29%	109
2019 Q3	$518K	Sell	32,500 -13,830	-30%	-$193K	0.4%	79
2019 Q2	$548K	Sell	46,330 -840	-2%	-$9.71K	0.43%	67
2019 Q1	$563K	Buy	+47,170	New	+$507K	0.46%	52

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

Ridgewood Investments's KLAC Position: Q2 2026 in Review

Ridgewood Investments reduced its KLA (KLAC) stake by 21% in Q2 2026, selling an estimated $129K and leaving 2,400 shares worth $724K. The position accounts for 0.27% of the portfolio, ranked #121.

Ridgewood Investments first reported a position in KLAC in Q1 2019 and has held it in 11 quarters since. The position peaked at $768K in Q3 2025. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Ridgewood Investments held 2,400 shares of KLA worth $724K as of Q2 2026.
Ridgewood Investments sold 650 KLA shares in Q2 2026, an estimated $129K.
KLA made up 0.27% of Ridgewood Investments's portfolio in Q2 2026, its #121 holding.
Ridgewood Investments first reported a position in KLA in Q1 2019 and has held it in 11 quarters since.
Ridgewood Investments's KLA position peaked at $768K in Q3 2025.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.