Ameritas Advisory Services’s KLA KLAC Stock Holding History

Ameritas Advisory Services’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	$4.49M	Sell	14,873 -6,737	-31%	-$1.34M	0.09%	214
2026 Q1	$3.18M	Sell	21,610 -310	-1%	-$45.4K	0.12%	160
2025 Q4	$2.66M	Buy	21,920 +15,690	+252%	+$1.84M	0.1%	189
2025 Q3	$672K	Buy	6,230 +360	+6%	+$33.6K	0.04%	322
2025 Q2	$526K	Sell	5,870 -1,120	-16%	-$84.3K	0.03%	496
2025 Q1	$449K	Hold	6,990	–	–	0.02%	596
2024 Q4	$441K	Buy	6,990 +2,370	+51%	+$160K	0.02%	623
2024 Q3	$358K	Sell	4,620 -8,180	-64%	-$642K	0.02%	634
2024 Q2	$1.06M	Buy	12,800 +150	+1%	+$11.1K	0.04%	399
2024 Q1	$865K	Buy	12,650 +6,710	+113%	+$431K	0.04%	409
2023 Q4	$367K	Buy	+5,940	New	+$309K	0.02%	504
2023 Q2	–	Sell	-16,510	Closed	-$655K	–	1645
2023 Q1	$655K	Buy	+16,510	New	+$651K	0.03%	420

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameritas Advisory Services's KLAC Position: Q2 2026 in Review

Ameritas Advisory Services reduced its KLA (KLAC) stake by 31% in Q2 2026, selling an estimated $1.34M and leaving 14,873 shares worth $4.49M. The position accounts for 0.09% of the portfolio, ranked #214.

Ameritas Advisory Services first reported a position in KLAC in Q1 2023 and has held it in 12 quarters since. 2,478 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Ameritas Advisory Services held 14,873 shares of KLA worth $4.49M as of Q2 2026.
Ameritas Advisory Services sold 6,737 KLA shares in Q2 2026, an estimated $1.34M.
KLA made up 0.09% of Ameritas Advisory Services's portfolio in Q2 2026, its #214 holding.
Ameritas Advisory Services first reported a position in KLA in Q1 2023 and has held it in 12 quarters since.
2,478 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.