Thurston Springer Miller Herd & Titak’s KLA KLAC Stock Holding History

Thurston Springer Miller Herd & Titak’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	$615K	Buy	2,037 +1,617	+385%	+$321K	0.22%	119
2026 Q1	$61.8K	Hold	420	–	–	0.03%	498
2025 Q4	$51K	Buy	+420	New	+$49.3K	0.02%	481
2025 Q3	–	Sell	-480	Closed	-$43K	–	1001
2025 Q2	$43K	Sell	480 -14,210	-97%	-$1.07M	0.01%	722
2025 Q1	$999K	Buy	14,690 +1,160	+9%	+$83.6K	0.17%	133
2024 Q4	$853K	Buy	13,530 +5,580	+70%	+$377K	0.17%	135
2024 Q3	$616K	Buy	7,950 +1,170	+17%	+$91.8K	0.17%	145
2024 Q2	$559K	Buy	+6,780	New	+$501K	0.17%	134

Other funds holding KLAC

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's KLAC Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its KLA (KLAC) stake by 385% in Q2 2026, buying an estimated $321K and bringing the position to 2,037 shares worth $615K. The position accounts for 0.22% of the portfolio, ranked #119.

Thurston Springer Miller Herd & Titak first reported a position in KLAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $999K in Q1 2025. 952 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Thurston Springer Miller Herd & Titak held 2,037 shares of KLA worth $615K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 1,617 KLA shares in Q2 2026, an estimated $321K.
KLA made up 0.22% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #119 holding.
Thurston Springer Miller Herd & Titak first reported a position in KLA in Q2 2024 and has held it in 8 quarters since.
Thurston Springer Miller Herd & Titak's KLA position peaked at $999K in Q1 2025.
952 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.