Winslow Capital Management’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$460M Sell
1,524,800
-83,000
-5% -$16.5M 1.58% 19
2026
Q1
$237M Buy
1,607,800
+643,000
+67% +$94.1M 0.92% 35
2025
Q4
$117M Sell
964,800
-45,900
-5% -$5.38M 0.39% 42
2025
Q3
$109M Sell
1,010,700
-52,300
-5% -$4.88M 0.36% 40
2025
Q2
$95.2M Buy
+1,063,000
New +$80M 0.32% 43

Other funds holding KLAC

Winslow Capital Management's KLAC Position: Q2 2026 in Review

Winslow Capital Management reduced its KLA (KLAC) stake by 5.2% in Q2 2026, selling an estimated $16.5M and leaving 1,524,800 shares worth $460M. The position accounts for 1.58% of the portfolio, ranked #19.

Winslow Capital Management first reported a position in KLAC in Q2 2025 and has held it in 5 quarters since. 2,471 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Winslow Capital Management held 1,524,800 shares of KLA worth $460M as of Q2 2026.
  • Winslow Capital Management sold 83,000 KLA shares in Q2 2026, an estimated $16.5M.
  • KLA made up 1.58% of Winslow Capital Management's portfolio in Q2 2026, its #19 holding.
  • Winslow Capital Management first reported a position in KLA in Q2 2025 and has held it in 5 quarters since.
  • 2,471 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Winslow Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.