AIA
KLAC icon

AssuredPartners Investment Advisors’s KLA KLAC Stock Holding History

AssuredPartners Investment 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 		$778K Sell
2,580
-210
-8% -$41.7K 0.08% 213
2026
Q1 		$430K Buy
2,790
+450
+19% +$65.8K 0.05% 278
2025
Q4 		$284K Sell
2,340
-160
-6% -$18.8K 0.04% 282
2025
Q3 		$270K Sell
2,500
-80
-3% -$7.46K 0.06% 220
2025
Q2 		$231K Sell
2,580
-560
-18% -$42.1K 0.06% 215
2025
Q1 		$213K Buy
+3,140
New +$226K 0.04% 305

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's KLAC Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its KLA (KLAC) stake by 7.5% in Q2 2026, selling an estimated $41.7K and leaving 2,580 shares worth $778K. The position accounts for 0.08% of the portfolio, ranked #213.

AssuredPartners Investment Advisors first reported a position in KLAC in Q1 2025 and has held it in 6 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • AssuredPartners Investment Advisors held 2,580 shares of KLA worth $778K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 210 KLA shares in Q2 2026, an estimated $41.7K.
  • KLA made up 0.08% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #213 holding.
  • AssuredPartners Investment Advisors first reported a position in KLA in Q1 2025 and has held it in 6 quarters since.
  • 2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.