Atlantic Edge Private Wealth Management’s KLA KLAC Stock Holding History

Atlantic Edge Private Wealth Management’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	$17.8M	Sell	58,915 -4,395	-7%	-$872K	3.63%	6
2026 Q1	$9.32M	Buy	63,310 +2,950	+5%	+$432K	2.29%	11
2025 Q4	$7.33M	Sell	60,360 -30	-0%	-$3.52K	1.82%	17
2025 Q3	$6.51M	Sell	60,390 -12,590	-17%	-$1.17M	1.67%	16
2025 Q2	$6.54M	Sell	72,980 -890	-1%	-$67K	1.79%	16
2025 Q1	$5.02M	Sell	73,870 -300	-0.4%	-$21.6K	1.53%	16
2024 Q4	$4.67M	Sell	74,170 -1,000	-1%	-$67.6K	1.45%	16
2024 Q3	$5.82M	Sell	75,170 -150	-0.2%	-$11.8K	1.77%	14
2024 Q2	$6.21M	Sell	75,320 -680	-0.9%	-$50.2K	2.07%	14
2024 Q1	$5.31M	Buy	76,000 +1,700	+2%	+$109K	1.83%	13
2023 Q4	$4.32M	Buy	+74,300	New	+$3.87M	1.76%	13

Other funds holding KLAC

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Atlantic Edge Private Wealth Management's KLAC Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its KLA (KLAC) stake by 6.9% in Q2 2026, selling an estimated $872K and leaving 58,915 shares worth $17.8M. The position accounts for 3.63% of the portfolio, ranked #6.

Atlantic Edge Private Wealth Management first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. 927 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Atlantic Edge Private Wealth Management held 58,915 shares of KLA worth $17.8M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 4,395 KLA shares in Q2 2026, an estimated $872K.
KLA made up 3.63% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #6 holding.
Atlantic Edge Private Wealth Management first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
927 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.