AAS
KLAC icon

Annex Advisory Services’s KLA KLAC Stock Holding History

Annex 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 		$445K Buy
1,476
+86
+6% +$17.1K 0.01% 271
2026
Q1 		$205K Buy
+1,390
New +$203K ﹤0.01% 362
2025
Q3 		– Sell
-6,350
Closed -$569K – 329
2025
Q2 		$569K Sell
6,350
-500
-7% -$37.6K 0.01% 207
2025
Q1 		$466K Sell
6,850
-750
-10% -$54K 0.01% 221
2024
Q4 		$479K Sell
7,600
-40
-0.5% -$2.7K 0.01% 216
2024
Q3 		$592K Hold
7,640
– – 0.02% 177
2024
Q2 		$630K Hold
7,640
– – 0.02% 165
2024
Q1 		$534K Buy
7,640
+40
+0.5% +$2.57K 0.02% 174
2023
Q4 		$442K Hold
7,600
– – 0.02% 183
2023
Q3 		$349K Buy
7,600
+480
+7% +$23K 0.02% 172
2023
Q2 		$345K Hold
7,120
– – 0.02% 172
2023
Q1 		$284K Sell
7,120
-10
-0.1% -$394 0.02% 186
2022
Q4 		$269K Sell
7,130
-5,080
-42% -$177K 0.02% 202
2022
Q3 		$370K Buy
12,210
+10
+0.1% +$346 0.02% 156
2022
Q2 		$389K Hold
12,200
– – 0.03% 159
2022
Q1 		$447K Buy
12,200
+5,000
+69% +$187K 0.03% 160
2021
Q4 		$310K Buy
+7,200
New +$278K 0.02% 183
2020
Q2 		– Sell
-16,320
Closed -$235K – 128
2020
Q1 		$235K Buy
16,320
+5,000
+44% +$80.5K 0.03% 109
2019
Q4 		$202K Buy
+11,320
New +$190K 0.02% 131

Other funds holding KLAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Annex Advisory Services increased its KLA (KLAC) stake by 6.2% in Q2 2026, buying an estimated $17.1K and bringing the position to 1,476 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #271.

Annex Advisory Services first reported a position in KLAC in Q4 2019 and has held it in 19 quarters since. The position peaked at $630K in Q2 2024. 414 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Annex Advisory Services held 1,476 shares of KLA worth $445K as of Q2 2026.
  • Annex Advisory Services bought 86 KLA shares in Q2 2026, an estimated $17.1K.
  • KLA made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #271 holding.
  • Annex Advisory Services first reported a position in KLA in Q4 2019 and has held it in 19 quarters since.
  • Annex Advisory Services's KLA position peaked at $630K in Q2 2024.
  • 414 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.