Union Heritage Capital
KLAC icon

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
Q3 		$6.53M Buy
33,491
+5,291
+19% +$1.04M 2.31% 14
2026
Q2 		$8.51M Hold
28,200
– – 2.88% 11
2026
Q1 		$4.15M Buy
+28,200
New +$4.13M 1.54% 28

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Union Heritage Capital's KLAC Position: Q3 2026 in Review

Union Heritage Capital increased its KLA (KLAC) stake by 19% in Q3 2026, buying an estimated $1.04M and bringing the position to 33,491 shares worth $6.53M. The position accounts for 2.31% of the portfolio, ranked #14.

Union Heritage Capital first reported a position in KLAC in Q1 2026 and has held it in 3 quarters since. The position peaked at $8.51M in Q2 2026. 1,999 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Union Heritage Capital held 33,491 shares of KLA worth $6.53M as of Q3 2026.
  • Union Heritage Capital bought 5,291 KLA shares in Q3 2026, an estimated $1.04M.
  • KLA made up 2.31% of Union Heritage Capital's portfolio in Q3 2026, its #14 holding.
  • Union Heritage Capital first reported a position in KLA in Q1 2026 and has held it in 3 quarters since.
  • Union Heritage Capital's KLA position peaked at $8.51M in Q2 2026.
  • 1,999 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Union Heritage Capital's 13F filing for Q3 2026, filed 12 Nov 2026.