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Advus Financial Partners’s KLA KLAC Stock Holding History

Advus Financial Partners’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 		$1.49M Hold
4,950
– – 0.34% 60
2026
Q1 		$729K Sell
4,950
-420
-8% -$61.4K 0.18% 96
2025
Q4 		$652K Sell
5,370
-1,070
-17% -$126K 0.16% 92
2025
Q3 		$695K Sell
6,440
-60
-0.9% -$5.6K 0.17% 95
2025
Q2 		$582K Sell
6,500
-1,020
-14% -$76.7K 0.15% 105
2025
Q1 		$511K Sell
7,520
-320
-4% -$23.1K 0.14% 107
2024
Q4 		$494K Sell
7,840
-1,950
-20% -$132K 0.14% 106
2024
Q3 		$758K Sell
9,790
-850
-8% -$66.7K 0.22% 70
2024
Q2 		$877K Sell
10,640
-1,250
-11% -$92.3K 0.27% 57
2024
Q1 		$831K Hold
11,890
– – 0.26% 58
2023
Q4 		$691K Buy
11,890
+150
+1% +$7.81K 0.24% 61
2023
Q3 		$538K Buy
11,740
+7,350
+167% +$353K 0.21% 68
2023
Q2 		$213K Buy
+4,390
New +$183K 0.08% 149

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Advus Financial Partners's KLAC Position: Q2 2026 in Review

Advus Financial Partners held its KLA (KLAC) position steady in Q2 2026 at 4,950 shares worth $1.49M. The position accounts for 0.34% of the portfolio, ranked #60.

Advus Financial Partners first reported a position in KLAC in Q2 2023 and has held it in 13 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Advus Financial Partners held 4,950 shares of KLA worth $1.49M as of Q2 2026.
  • Advus Financial Partners left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.34% of Advus Financial Partners's portfolio in Q2 2026, its #60 holding.
  • Advus Financial Partners first reported a position in KLA in Q2 2023 and has held it in 13 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Advus Financial Partners's 13F filing for Q2 2026, filed 25 Aug 2026.