Northwest & Ethical Investments L.P. KLAC KLA CORP

Ownership history in Northwest & Ethical Investments L.P.  ·  3 quarters on record

AI Ownership Summary

Northwest & Ethical Investments L.P. reported KLA CORP (KLAC) in 3 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.88% in 2026 Q2. The latest visible filing shows KLAC at 1.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KLAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Northwest & Ethical Investments L.P.'s position in KLA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KLAC was reported at 1.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.88% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Northwest & Ethical Investments L.P. held KLAC — position size vs. price
% of Fund (quarterly)    KLAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 267,866 +241,434 +913.4% 1.88% $80.8M 2026-08-13 $209.13
2026 Q1 ADDED 26,432 +15,868 +150.2% 0.90% $38.9M 2026-05-14 $188.84
2024 Q2 INITIATED 10,564 0.25% $8.7M 2024-08-14 $78.07

FAQ About Northwest & Ethical Investments L.P. and KLAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Northwest & Ethical Investments L.P. reported owning KLAC?

Northwest & Ethical Investments L.P. reported KLAC across 3 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported KLAC position in Northwest & Ethical Investments L.P.'s portfolio?

The largest reported portfolio weight for KLAC was 1.88% in 2026 Q2.

What is the latest reported KLAC position on this page?

The most recent filing on this page is 2026 Q2, when Northwest & Ethical Investments L.P. reported 267,866 shares, equal to 1.88% of portfolio, with an estimated market value of $80.8M.

What does the chart on this KLAC ownership page compare?

The chart compares Northwest & Ethical Investments L.P.'s quarterly KLAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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