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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 		– Hold
0
– – – 123
2026
Q1 		– Hold
0
– – – 150

Other funds holding KLAC

UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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. 938 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.
  • 938 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.