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Sagewood Asset Management’s KLA KLAC Stock Holding History

Sagewood Asset 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 		$5.9M Sell
19,557
-2,383
-11% -$473K 1.33% 13
2026
Q1 		$3.23M Buy
21,940
+470
+2% +$68.8K 1.01% 16
2025
Q4 		$2.61M Buy
+21,470
New +$2.52M 0.93% 18

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

Sagewood Asset Management's KLAC Position: Q2 2026 in Review

Sagewood Asset Management reduced its KLA (KLAC) stake by 11% in Q2 2026, selling an estimated $473K and leaving 19,557 shares worth $5.9M. The position accounts for 1.33% of the portfolio, ranked #13.

Sagewood Asset Management first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Sagewood Asset Management held 19,557 shares of KLA worth $5.9M as of Q2 2026.
  • Sagewood Asset Management sold 2,383 KLA shares in Q2 2026, an estimated $473K.
  • KLA made up 1.33% of Sagewood Asset Management's portfolio in Q2 2026, its #13 holding.
  • Sagewood Asset Management first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.