SP Asset Management’s KLA KLAC Stock Holding History

SP 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	$2.07M	Buy	6,862 +142	+2%	+$28.2K	0.17%	60
2026 Q1	$990K	Sell	6,720 -240	-3%	-$35.1K	0.09%	75
2025 Q4	$845K	Buy	6,960 +10	+0.1%	+$1.17K	0.07%	85
2025 Q3	$749K	Buy	6,950 +20	+0.3%	+$1.87K	0.06%	90
2025 Q2	$621K	Buy	6,930 +20	+0.3%	+$1.5K	0.05%	88
2025 Q1	$470K	Buy	6,910 +10	+0.1%	+$720	0.04%	92
2024 Q4	$435K	Buy	6,900 +20	+0.3%	+$1.35K	0.04%	95
2024 Q3	$533K	Buy	6,880 +10	+0.1%	+$785	0.04%	89
2024 Q2	$566K	Buy	6,870 +350	+5%	+$25.9K	0.05%	89
2024 Q1	$456K	Hold	6,520	–	–	0.04%	89
2023 Q4	$379K	Hold	6,520	–	–	0.04%	94
2023 Q3	$299K	Hold	6,520	–	–	0.03%	97
2023 Q2	$316K	Hold	6,520	–	–	0.04%	95
2023 Q1	$260K	Hold	6,520	–	–	0.03%	102
2022 Q4	$246K	Buy	+6,520	New	+$227K	0.03%	100
2022 Q3	–	Sell	-6,520	Closed	-$208K	–	111
2022 Q2	$208K	Hold	6,520	–	–	0.03%	110
2022 Q1	$239K	Hold	6,520	–	–	0.03%	114
2021 Q4	$253K	Buy	6,520 +180	+3%	+$6.95K	0.03%	111
2021 Q3	$216K	Buy	+6,340	New	+$212K	0.02%	123

Other funds holding KLAC

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

SP Asset Management increased its KLA (KLAC) stake by 2.1% in Q2 2026, buying an estimated $28.2K and bringing the position to 6,862 shares worth $2.07M. The position accounts for 0.17% of the portfolio, ranked #60.

SP Asset Management first reported a position in KLAC in Q3 2021 and has held it in 19 quarters since. 1,250 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

SP Asset Management held 6,862 shares of KLA worth $2.07M as of Q2 2026.
SP Asset Management bought 142 KLA shares in Q2 2026, an estimated $28.2K.
KLA made up 0.17% of SP Asset Management's portfolio in Q2 2026, its #60 holding.
SP Asset Management first reported a position in KLA in Q3 2021 and has held it in 19 quarters since.
1,250 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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