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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Speece Thorson Capital Group's KEYS Position: Q1 2026 in Review

Speece Thorson Capital Group reduced its Keysight (KEYS) stake by 26% in Q1 2026, selling an estimated $3.38M and leaving 38,396 shares worth $10.8M. The position accounts for 2.47% of the portfolio, ranked #25.

Speece Thorson Capital Group first reported a position in KEYS in Q2 2022 and has held it in 16 quarters since. The position peaked at $13.9M in Q3 2025. 1,134 funds tracked by Wall St. Rank hold KEYS as of Q1 2026.

  • Speece Thorson Capital Group held 38,396 shares of Keysight worth $10.8M as of Q1 2026.
  • Speece Thorson Capital Group sold 13,511 Keysight shares in Q1 2026, an estimated $3.38M.
  • Keysight made up 2.47% of Speece Thorson Capital Group's portfolio in Q1 2026, its #25 holding.
  • Speece Thorson Capital Group first reported a position in Keysight in Q2 2022 and has held it in 16 quarters since.
  • Speece Thorson Capital Group's Keysight position peaked at $13.9M in Q3 2025.
  • 1,134 funds tracked by Wall St. Rank held Keysight as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.