Stoneridge Investment Partners’s KLA KLAC Stock Holding History

Stoneridge Investment Partners’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 Q1	$1.57M	Buy	+10,670	New	+$1.56M	1.14%	22
2023 Q3	–	Sell	-13,680	Closed	-$664K	–	109
2023 Q2	$664K	Sell	13,680 -9,150	-40%	-$382K	0.29%	71
2023 Q1	$911K	Buy	+22,830	New	+$900K	0.48%	63
2022 Q4	–	Sell	-64,210	Closed	-$1.94M	–	101
2022 Q3	$1.94M	Hold	64,210	–	–	1.14%	27
2022 Q2	$2.05M	Hold	64,210	–	–	1.13%	31
2022 Q1	$2.35M	Buy	64,210 +12,210	+23%	+$457K	1.1%	31
2021 Q4	$2.24M	Hold	52,000	–	–	1.03%	30
2021 Q3	$1.74M	Buy	52,000 +7,340	+16%	+$245K	0.87%	37
2021 Q2	$1.45M	Hold	44,660	–	–	0.7%	45
2021 Q1	$1.48M	Buy	+44,660	New	+$1.35M	0.77%	44
2020 Q2	–	Sell	-228,340	Closed	-$3.28M	–	127
2020 Q1	$3.28M	Buy	228,340 +28,380	+14%	+$457K	1.48%	22
2019 Q4	$3.56M	Buy	+199,960	New	+$3.35M	1.21%	24
2019 Q2	–	Sell	-99,870	Closed	-$1.19M	–	138
2019 Q1	$1.19M	Buy	+99,870	New	+$1.07M	0.35%	84
2018 Q4	–	Sell	-519,100	Closed	-$5.28M	–	135
2018 Q3	$5.28M	Sell	519,100 -105,800	-17%	-$1.16M	1.12%	29
2018 Q2	$6.41M	Buy	+624,900	New	+$6.79M	1.23%	26

Other funds holding KLAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Stoneridge Investment Partners's KLAC Position: Q1 2026 in Review

Stoneridge Investment Partners opened a new position in KLA (KLAC) in Q1 2026: 10,670 shares worth $1.57M. The stake represents 1.14% of the portfolio and ranks #22 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in KLAC as recently as Q2 2023.

Stoneridge Investment Partners first reported a position in KLAC in Q2 2018 and has held it in 15 quarters since. The position peaked at $6.41M in Q2 2018. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Stoneridge Investment Partners held 10,670 shares of KLA worth $1.57M as of Q1 2026.
KLA was a new Stoneridge Investment Partners position in Q1 2026.
KLA made up 1.14% of Stoneridge Investment Partners's portfolio in Q1 2026, its #22 holding.
Stoneridge Investment Partners first reported a position in KLA in Q2 2018 and has held it in 15 quarters since.
Stoneridge Investment Partners's KLA position peaked at $6.41M in Q2 2018.
2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Stoneridge Investment Partners's 13F filing for Q1 2026, filed 6 May 2026.