SEB Asset Management’s KLA KLAC Stock Holding History

SEB 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	$196M	Sell	650,040 -136,340	-17%	-$27.1M	0.74%	24
2026 Q1	$116M	Buy	+786,380	New	+$115M	0.49%	34

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

SEB Asset Management reduced its KLA (KLAC) stake by 17% in Q2 2026, selling an estimated $27.1M and leaving 650,040 shares worth $196M. The position accounts for 0.74% of the portfolio, ranked #24.

SEB Asset Management first reported a position in KLAC in Q1 2026 and has held it in 2 quarters since. 2,370 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

SEB Asset Management held 650,040 shares of KLA worth $196M as of Q2 2026.
SEB Asset Management sold 136,340 KLA shares in Q2 2026, an estimated $27.1M.
KLA made up 0.74% of SEB Asset Management's portfolio in Q2 2026, its #24 holding.
SEB Asset Management first reported a position in KLA in Q1 2026 and has held it in 2 quarters since.
2,370 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on SEB Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.