Advyzon Investment 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
$2.51M Buy
8,325
+705
+9% +$140K 0.18% 123
2026
Q1
$1.12M Buy
7,620
+1,330
+21% +$195K 0.1% 204
2025
Q4
$764K Buy
6,290
+1,000
+19% +$117K 0.09% 232
2025
Q3
$571K Buy
5,290
+3,040
+135% +$284K 0.1% 201
2025
Q2
$202K Buy
+2,250
New +$169K 0.04% 373

Other funds holding KLAC

Advyzon Investment Management's KLAC Position: Q2 2026 in Review

Advyzon Investment Management increased its KLA (KLAC) stake by 9.3% in Q2 2026, buying an estimated $140K and bringing the position to 8,325 shares worth $2.51M. The position accounts for 0.18% of the portfolio, ranked #123.

Advyzon Investment Management first reported a position in KLAC in Q2 2025 and has held it in 5 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Advyzon Investment Management held 8,325 shares of KLA worth $2.51M as of Q2 2026.
  • Advyzon Investment Management bought 705 KLA shares in Q2 2026, an estimated $140K.
  • KLA made up 0.18% of Advyzon Investment Management's portfolio in Q2 2026, its #123 holding.
  • Advyzon Investment Management first reported a position in KLA in Q2 2025 and has held it in 5 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.