Atria Wealth Solutions’s KLA KLAC Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.57M	Sell	17,500 -28,000	-62%	-$2.11M	0.04%	485
2025 Q1	$3.09M	Sell	45,500 -8,290	-15%	-$597K	0.04%	491
2024 Q4	$3.39M	Sell	53,790 -1,380	-3%	-$93.3K	0.04%	467
2024 Q3	$4.27M	Sell	55,170 -6,780	-11%	-$532K	0.05%	386
2024 Q2	$5.11M	Sell	61,950 -1,010	-2%	-$74.6K	0.06%	338
2024 Q1	$4.4M	Buy	62,960 +6,690	+12%	+$430K	0.05%	375
2023 Q4	$3.27M	Buy	56,270 +9,910	+21%	+$516K	0.04%	440
2023 Q3	$2.13M	Buy	46,360 +1,840	+4%	+$88.2K	0.03%	538
2023 Q2	$2.16M	Buy	44,520 +6,500	+17%	+$272K	0.03%	542
2023 Q1	$1.52M	Buy	38,020 +750	+2%	+$29.6K	0.02%	641
2022 Q4	$1.41M	Buy	37,270 +26,070	+233%	+$909K	0.02%	626
2022 Q3	$339K	Buy	+11,200	New	+$388K	0.01%	1227
2022 Q2	–	Sell	-5,700	Closed	-$209K	–	1775
2022 Q1	$209K	Buy	+5,700	New	+$213K	﹤0.01%	1574

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's KLAC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its KLA (KLAC) stake by 62% in Q2 2025, selling an estimated $2.11M and leaving 17,500 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #485.

Atria Wealth Solutions first reported a position in KLAC in Q1 2022 and has held it in 13 quarters since. The position peaked at $5.11M in Q2 2024. 1,662 funds tracked by Wall St. Rank hold KLAC as of Q2 2025.

Atria Wealth Solutions held 17,500 shares of KLA worth $1.57M as of Q2 2025.
Atria Wealth Solutions sold 28,000 KLA shares in Q2 2025, an estimated $2.11M.
KLA made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #485 holding.
Atria Wealth Solutions first reported a position in KLA in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's KLA position peaked at $5.11M in Q2 2024.
1,662 funds tracked by Wall St. Rank held KLA as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.