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Speece Thorson Capital Group’s Keysight KEYS Stock Holding History

Speece Thorson Capital Group’s Portfolio KEYS Stock Details KEYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.5M Sell
30,127
-8,269
-22% -$2.82M 2.25% 27
2026
Q1 		$10.8M Sell
38,396
-13,511
-26% -$3.38M 2.47% 25
2025
Q4 		$10.5M Sell
51,907
-27,713
-35% -$5.14M 2.28% 26
2025
Q3 		$13.9M Sell
79,620
-964
-1% -$161K 2.78% 16
2025
Q2 		$13.2M Buy
80,584
+1,766
+2% +$269K 2.69% 21
2025
Q1 		$11.8M Sell
78,818
-1,380
-2% -$228K 2.43% 25
2024
Q4 		$12.9M Sell
80,198
-431
-0.5% -$69.5K 2.54% 23
2024
Q3 		$12.8M Buy
80,629
+17,962
+29% +$2.56M 2.37% 23
2024
Q2 		$8.57M Sell
62,667
-1,145
-2% -$167K 1.75% 32
2024
Q1 		$9.98M Sell
63,812
-17,824
-22% -$2.74M 1.93% 31
2023
Q4 		$13M Buy
81,636
+1,251
+2% +$170K 2.66% 21
2023
Q3 		$10.6M Buy
80,385
+30,944
+63% +$4.58M 2.34% 25
2023
Q2 		$8.28M Sell
49,441
-527
-1% -$81.8K 1.69% 34
2023
Q1 		$8.07M Sell
49,968
-590
-1% -$100K 1.7% 35
2022
Q4 		$8.65M Hold
50,558
– – 1.86% 35
2022
Q3 		$7.96M Buy
50,558
+1,624
+3% +$260K 1.82% 31
2022
Q2 		$6.75M Buy
+48,934
New +$6.96M 1.59% 33

Other funds holding KEYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Speece Thorson Capital Group's KEYS Position: Q2 2026 in Review

Speece Thorson Capital Group reduced its Keysight (KEYS) stake by 22% in Q2 2026, selling an estimated $2.82M and leaving 30,127 shares worth $10.5M. The position accounts for 2.25% of the portfolio, ranked #27.

Speece Thorson Capital Group first reported a position in KEYS in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.9M in Q3 2025. 1,255 funds tracked by Wall St. Rank hold KEYS as of Q2 2026.

  • Speece Thorson Capital Group held 30,127 shares of Keysight worth $10.5M as of Q2 2026.
  • Speece Thorson Capital Group sold 8,269 Keysight shares in Q2 2026, an estimated $2.82M.
  • Keysight made up 2.25% of Speece Thorson Capital Group's portfolio in Q2 2026, its #27 holding.
  • Speece Thorson Capital Group first reported a position in Keysight in Q2 2022 and has held it in 17 quarters since.
  • Speece Thorson Capital Group's Keysight position peaked at $13.9M in Q3 2025.
  • 1,255 funds tracked by Wall St. Rank held Keysight as of Q2 2026.

Based on Speece Thorson Capital Group's 13F filing for Q2 2026, filed 4 Aug 2026.