UHLMANN PRICE SECURITIES, LLC KLAC β€” KLA CORP

Ownership history in UHLMANN PRICE SECURITIES, LLC  Β·  4 quarters on record

AI Ownership Summary

UHLMANN PRICE SECURITIES, LLC reported KLA CORP (KLAC) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 82.15% in 2026 Q1. The latest visible filing shows KLAC at 82.15% 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 UHLMANN PRICE SECURITIES, LLC'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 Q1

KLAC was reported at 82.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
82.15% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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 UHLMANN PRICE SECURITIES, LLC held KLAC β€” position size vs. price
% of Fund (quarterly)    KLAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 781,072 +780,699 +209302.7% 82.15% $1.22B 2026-04-16 $1734.85
2025 Q4 REDUCED 7.0% +21.3% ❌ 373 -28 -7.0% 0.27% $454K 2026-01-12 $1426.32
2025 Q3 REDUCED β€” β€” β€” 401 -9 -2.2% 0.26% $433K 2025-11-07 $1189.82
2025 Q2 INITIATED β€” β€” β€” 410 β€” β€” 0.21% $279K 2025-07-30 $920.24

FAQ About UHLMANN PRICE SECURITIES, LLC and KLAC

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

How long has UHLMANN PRICE SECURITIES, LLC reported owning KLAC?

UHLMANN PRICE SECURITIES, LLC reported KLAC across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported KLAC position in UHLMANN PRICE SECURITIES, LLC's portfolio?

The largest reported portfolio weight for KLAC was 82.15% in 2026 Q1.

What is the latest reported KLAC position on this page?

The most recent filing on this page is 2026 Q1, when UHLMANN PRICE SECURITIES, LLC reported 781,072 shares, equal to 82.15% of portfolio, with an estimated market value of $1.22B.

What does the chart on this KLAC ownership page compare?

The chart compares UHLMANN PRICE SECURITIES, LLC'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.

How well did UHLMANN PRICE SECURITIES, LLC time their KLAC position?

Based on 13F filing dates vs. subsequent KLAC price moves, UHLMANN PRICE SECURITIES, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on KLAC relative to SPY over the holding period was +109.1%.

← Back to UHLMANN PRICE SECURITIES, LLC Holdings