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Wedge Capital Management’s Photronics PLAB Stock Holding History

Wedge Capital Management’s Portfolio PLAB Stock Details PLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.57M Buy
109,646
+33,563
+44% +$1.42M 0.06% 245
2026
Q1 		$3.07M Sell
76,083
-5,619
-7% -$203K 0.06% 260
2025
Q4 		$2.61M Sell
81,702
-61,725
-43% -$1.59M 0.05% 308
2025
Q3 		$3.29M Sell
143,427
-12,262
-8% -$262K 0.06% 261
2025
Q2 		$2.93M Sell
155,689
-3,319
-2% -$62.1K 0.05% 263
2025
Q1 		$3.3M Sell
159,008
-19,506
-11% -$434K 0.06% 246
2024
Q4 		$4.21M Sell
178,514
-31,176
-15% -$763K 0.08% 225
2024
Q3 		$5.19M Sell
209,690
-19,260
-8% -$466K 0.09% 204
2024
Q2 		$5.65M Buy
228,950
+23,449
+11% +$636K 0.1% 191
2024
Q1 		$5.82M Sell
205,501
-37,069
-15% -$1.1M 0.09% 210
2023
Q4 		$7.61M Sell
242,570
-68,973
-22% -$1.53M 0.14% 181
2023
Q3 		$6.3M Buy
311,543
+55,383
+22% +$1.29M 0.12% 189
2023
Q2 		$6.61M Sell
256,160
-306,793
-54% -$5.69M 0.11% 234
2023
Q1 		$9.33M Sell
562,953
-24,763
-4% -$436K 0.16% 193
2022
Q4 		$9.89M Sell
587,716
-167,673
-22% -$2.86M 0.16% 188
2022
Q3 		$11M Sell
755,389
-5,605
-0.7% -$110K 0.19% 182
2022
Q2 		$14.8M Sell
760,994
-37,423
-5% -$656K 0.24% 161
2022
Q1 		$13.5M Sell
798,417
-35,411
-4% -$637K 0.18% 199
2021
Q4 		$15.7M Sell
833,828
-70,600
-8% -$1.03M 0.19% 190
2021
Q3 		$12.3M Sell
904,428
-51,347
-5% -$696K 0.16% 213
2021
Q2 		$12.6M Sell
955,775
-189,267
-17% -$2.48M 0.15% 214
2021
Q1 		$14.7M Sell
1,145,042
-178,980
-14% -$2.17M 0.18% 190
2020
Q4 		$14.8M Sell
1,324,022
-159,583
-11% -$1.75M 0.17% 192
2020
Q3 		$14.8M Buy
1,483,605
+43,227
+3% +$467K 0.2% 170
2020
Q2 		$16M Buy
1,440,378
+90,575
+7% +$1.04M 0.22% 148
2020
Q1 		$13.8M Buy
1,349,803
+157,234
+13% +$2.06M 0.24% 144
2019
Q4 		$18.8M Sell
1,192,569
-44,397
-4% -$559K 0.21% 148
2019
Q3 		$13.5M Sell
1,236,966
-19,215
-2% -$186K 0.16% 184
2019
Q2 		$10.3M Sell
1,256,181
-36,185
-3% -$321K 0.12% 223
2019
Q1 		$12.2M Sell
1,292,366
-152,757
-11% -$1.55M 0.14% 199
2018
Q4 		$14M Sell
1,445,123
-253,250
-15% -$2.43M 0.17% 163
2018
Q3 		$16.7M Sell
1,698,373
-95,266
-5% -$885K 0.16% 179
2018
Q2 		$14.3M Sell
1,793,639
-131,499
-7% -$1.09M 0.14% 206
2018
Q1 		$15.9M Buy
1,925,138
+393,789
+26% +$3.29M 0.15% 185
2017
Q4 		$13.1M Buy
1,531,349
+86,723
+6% +$792K 0.12% 221
2017
Q3 		$12.8M Buy
1,444,626
+1,414,552
+4,704% +$12.6M 0.12% 230
2017
Q2 		$283K Hold
30,074
– – ﹤0.01% 516
2017
Q1 		$322K Buy
30,074
+4,326
+17% +$48.1K ﹤0.01% 486
2016
Q4 		$291K Buy
+25,748
New +$270K ﹤0.01% 515

Other funds holding PLAB

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Wedge Capital Management's PLAB Position: Q2 2026 in Review

Wedge Capital Management increased its Photronics (PLAB) stake by 44% in Q2 2026, buying an estimated $1.42M and bringing the position to 109,646 shares worth $3.57M. The position accounts for 0.06% of the portfolio, ranked #245.

Wedge Capital Management first reported a position in PLAB in Q4 2016 and has held it in 39 quarters since. The position peaked at $18.8M in Q4 2019. 54 funds tracked by Wall St. Rank hold PLAB as of Q2 2026.

  • Wedge Capital Management held 109,646 shares of Photronics worth $3.57M as of Q2 2026.
  • Wedge Capital Management bought 33,563 Photronics shares in Q2 2026, an estimated $1.42M.
  • Photronics made up 0.06% of Wedge Capital Management's portfolio in Q2 2026, its #245 holding.
  • Wedge Capital Management first reported a position in Photronics in Q4 2016 and has held it in 39 quarters since.
  • Wedge Capital Management's Photronics position peaked at $18.8M in Q4 2019.
  • 54 funds tracked by Wall St. Rank held Photronics as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.