West Branch Capital’s KLA KLAC Stock Holding History

West Branch 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	$600K	Buy	1,988 +578	+41%	+$115K	0.14%	48
2026 Q1	$208K	Hold	1,410	–	–	0.06%	76
2025 Q4	$171K	Hold	1,410	–	–	0.04%	87
2025 Q3	$152K	Hold	1,410	–	–	0.04%	99
2025 Q2	$126K	Hold	1,410	–	–	0.04%	100
2025 Q1	$95.9K	Hold	1,410	–	–	0.03%	116
2024 Q4	$88.8K	Hold	1,410	–	–	0.03%	126
2024 Q3	$109K	Buy	1,410 +10	+0.7%	+$785	0.04%	116
2024 Q2	$115K	Hold	1,400	–	–	0.04%	111
2024 Q1	$97.8K	Hold	1,400	–	–	0.04%	127
2023 Q4	$81.4K	Hold	1,400	–	–	0.04%	132
2023 Q3	$64.2K	Hold	1,400	–	–	0.03%	143
2023 Q2	$67.9K	Hold	1,400	–	–	0.03%	140
2023 Q1	$55.9K	Hold	1,400	–	–	0.03%	158
2022 Q4	$52.8K	Hold	1,400	–	–	0.03%	160
2022 Q3	$42K	Hold	1,400	–	–	0.03%	178
2022 Q2	$45K	Hold	1,400	–	–	0.03%	178
2022 Q1	$51K	Hold	1,400	–	–	0.02%	185
2021 Q4	$60K	Buy	+1,400	New	+$54K	0.03%	188
2018 Q3	–	Sell	-169,510	Closed	-$1.74M	–	92
2018 Q2	$1.74M	Buy	169,510 +36,840	+28%	+$401K	1.37%	23
2018 Q1	$1.45M	Buy	+132,670	New	+$1.48M	1.59%	20

Other funds holding KLAC

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

West Branch Capital's KLAC Position: Q2 2026 in Review

West Branch Capital increased its KLA (KLAC) stake by 41% in Q2 2026, buying an estimated $115K and bringing the position to 1,988 shares worth $600K. The position accounts for 0.14% of the portfolio, ranked #48.

West Branch Capital first reported a position in KLAC in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.74M in Q2 2018. 601 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

West Branch Capital held 1,988 shares of KLA worth $600K as of Q2 2026.
West Branch Capital bought 578 KLA shares in Q2 2026, an estimated $115K.
KLA made up 0.14% of West Branch Capital's portfolio in Q2 2026, its #48 holding.
West Branch Capital first reported a position in KLA in Q1 2018 and has held it in 21 quarters since.
West Branch Capital's KLA position peaked at $1.74M in Q2 2018.
601 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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