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Rothschild Investment LLC’s KLA KLAC Stock Holding History

Rothschild Investment LLC’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 		$5.91M Sell
19,583
-777
-4% -$154K 0.22% 92
2026
Q1 		$3M Sell
20,360
-440
-2% -$64.4K 0.16% 131
2025
Q4 		$2.53M Sell
20,800
-70
-0.3% -$8.21K 0.14% 136
2025
Q3 		$2.25M Buy
20,870
+90
+0.4% +$8.4K 0.13% 145
2025
Q2 		$1.86M Buy
20,780
+5,560
+37% +$418K 0.12% 151
2025
Q1 		$1.03M Buy
15,220
+2,550
+20% +$184K 0.07% 220
2024
Q4 		$798K Sell
12,670
-640
-5% -$43.3K 0.05% 270
2024
Q3 		$1.03M Sell
13,310
-550
-4% -$43.2K 0.07% 230
2024
Q2 		$1.14M Sell
13,860
-440
-3% -$32.5K 0.08% 211
2024
Q1 		$999K Sell
14,300
-1,110
-7% -$71.3K 0.07% 227
2023
Q4 		$896K Buy
15,410
+200
+1% +$10.4K 0.08% 207
2023
Q3 		$698K Buy
15,210
+990
+7% +$47.5K 0.06% 257
2023
Q2 		$690K Buy
14,220
+460
+3% +$19.2K 0.06% 265
2023
Q1 		$549K Sell
13,760
-1,860
-12% -$73.3K 0.05% 285
2022
Q4 		$589K Sell
15,620
-280
-2% -$9.76K 0.05% 271
2022
Q3 		$481K Sell
15,900
-1,700
-10% -$58.9K 0.05% 282
2022
Q2 		$562K Buy
17,600
+1,800
+11% +$60.5K 0.05% 277
2022
Q1 		$578K Buy
15,800
+220
+1% +$8.23K 0.05% 295
2021
Q4 		$670K Hold
15,580
– – 0.05% 280
2021
Q3 		$521K Sell
15,580
-89,550
-85% -$2.99M 0.04% 303
2021
Q2 		$3.41M Buy
105,130
+1,600
+2% +$51.3K 0.27% 95
2021
Q1 		$3.42M Sell
103,530
-15,610
-13% -$470K 0.29% 93
2020
Q4 		$3.08M Buy
119,140
+400
+0.3% +$9.32K 0.3% 89
2020
Q3 		$2.3M Sell
118,740
-10,000
-8% -$198K 0.25% 95
2020
Q2 		$2.5M Buy
128,740
+1,750
+1% +$29.9K 0.3% 86
2020
Q1 		$1.82M Buy
126,990
+111,300
+709% +$1.79M 0.24% 108
2019
Q4 		$280K Hold
15,690
– – 0.03% 371
2019
Q3 		$250K Buy
+15,690
New +$219K 0.03% 334

Other funds holding KLAC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Rothschild Investment LLC's KLAC Position: Q2 2026 in Review

Rothschild Investment LLC reduced its KLA (KLAC) stake by 3.8% in Q2 2026, selling an estimated $154K and leaving 19,583 shares worth $5.91M. The position accounts for 0.22% of the portfolio, ranked #92.

Rothschild Investment LLC first reported a position in KLAC in Q3 2019 and has held it in 28 quarters since. 1,387 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Rothschild Investment LLC held 19,583 shares of KLA worth $5.91M as of Q2 2026.
  • Rothschild Investment LLC sold 777 KLA shares in Q2 2026, an estimated $154K.
  • KLA made up 0.22% of Rothschild Investment LLC's portfolio in Q2 2026, its #92 holding.
  • Rothschild Investment LLC first reported a position in KLA in Q3 2019 and has held it in 28 quarters since.
  • 1,387 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.