Union Heritage Capital’s KLA KLAC Stock Holding History

Union Heritage Capital’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	$8.51M	Hold	28,200	–	–	2.88%	11
2026 Q1	$4.15M	Buy	+28,200	New	+$4.13M	1.54%	28

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Union Heritage Capital's KLAC Position: Q2 2026 in Review

Union Heritage Capital held its KLA (KLAC) position steady in Q2 2026 at 28,200 shares worth $8.51M. The position accounts for 2.88% of the portfolio, ranked #11.

Union Heritage Capital first reported a position in KLAC in Q1 2026 and has held it in 2 quarters since. 2,492 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Union Heritage Capital held 28,200 shares of KLA worth $8.51M as of Q2 2026.
Union Heritage Capital left its KLA share count unchanged in Q2 2026.
KLA made up 2.88% of Union Heritage Capital's portfolio in Q2 2026, its #11 holding.
Union Heritage Capital first reported a position in KLA in Q1 2026 and has held it in 2 quarters since.
2,492 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Union Heritage Capital's 13F filing for Q2 2026, filed 14 Aug 2026.