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AA Financial Advisors’s KLA KLAC Stock Holding History

AA Financial Advisors’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 		$2.66M Sell
8,827
-853
-9% -$169K 0.32% 63
2026
Q1 		$1.43M Buy
9,680
+140
+1% +$20.5K 0.2% 86
2025
Q4 		$1.16M Buy
9,540
+2,180
+30% +$256K 0.21% 75
2025
Q3 		$794K Buy
7,360
+3,100
+73% +$289K 0.16% 88
2025
Q2 		$382K Hold
4,260
– – 0.08% 126
2025
Q1 		$290K Sell
4,260
-1,410
-25% -$102K 0.07% 137
2024
Q4 		$357K Hold
5,670
– – 0.1% 125
2024
Q3 		$439K Hold
5,670
– – 0.13% 108
2024
Q2 		$467K Buy
5,670
+150
+3% +$11.1K 0.16% 102
2024
Q1 		$386K Buy
+5,520
New +$355K 0.16% 103

Other funds holding KLAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
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

AA Financial Advisors's KLAC Position: Q2 2026 in Review

AA Financial Advisors reduced its KLA (KLAC) stake by 8.8% in Q2 2026, selling an estimated $169K and leaving 8,827 shares worth $2.66M. The position accounts for 0.32% of the portfolio, ranked #63.

AA Financial Advisors first reported a position in KLAC in Q1 2024 and has held it in 10 quarters since. 688 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • AA Financial Advisors held 8,827 shares of KLA worth $2.66M as of Q2 2026.
  • AA Financial Advisors sold 853 KLA shares in Q2 2026, an estimated $169K.
  • KLA made up 0.32% of AA Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • AA Financial Advisors first reported a position in KLA in Q1 2024 and has held it in 10 quarters since.
  • 688 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.