Avior Wealth Management’s KLA KLAC Stock Holding History

Avior 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	$418K	Buy	+1,385	New	+$275K	0.01%	565
2025 Q1	–	Sell	-330	Closed	-$20.8K	–	1599
2024 Q4	$20.8K	Sell	330 -100	-23%	-$6.76K	﹤0.01%	1401
2024 Q3	$33.3K	Buy	430 +90	+26%	+$7.06K	﹤0.01%	1261
2024 Q2	$28K	Sell	340 -1,370	-80%	-$101K	﹤0.01%	1272
2024 Q1	$119K	Buy	1,710 +1,680	+5,600%	+$108K	0.01%	889
2023 Q4	$1.74K	Hold	30	–	–	﹤0.01%	1319
2023 Q3	$1.38K	Sell	30 -30	-50%	-$1.44K	﹤0.01%	1418
2023 Q2	$2.91K	Hold	60	–	–	﹤0.01%	1307
2023 Q1	$2.4K	Hold	60	–	–	﹤0.01%	1377
2022 Q4	$2.26K	Hold	60	–	–	﹤0.01%	1040
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	1090
2022 Q2	$1K	Hold	60	–	–	﹤0.01%	1002
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	986
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	976
2021 Q3	$2K	Buy	60 +10	+20%	+$334	﹤0.01%	941
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	979
2021 Q1	$1K	Hold	50	–	–	﹤0.01%	959
2020 Q4	$1K	Hold	50	–	–	﹤0.01%	925
2020 Q3	$0	Hold	50	–	–	﹤0.01%	980
2020 Q2	$0	Sell	50 -30	-38%	-$513	﹤0.01%	954
2020 Q1	$1K	Hold	80	–	–	﹤0.01%	732
2019 Q4	$1K	Hold	80	–	–	﹤0.01%	753
2019 Q3	$1K	Hold	80	–	–	﹤0.01%	729
2019 Q2	$1K	Buy	+80	New	+$925	﹤0.01%	789

Other funds holding KLAC

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

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Avior Wealth Management's KLAC Position: Q2 2026 in Review

Avior Wealth Management opened a new position in KLA (KLAC) in Q2 2026: 1,385 shares worth $418K. The stake represents 0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in KLAC as recently as Q4 2024.

Avior Wealth Management first reported a position in KLAC in Q2 2019 and has held it in 24 quarters since. 601 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Avior Wealth Management held 1,385 shares of KLA worth $418K as of Q2 2026.
KLA was a new Avior Wealth Management position in Q2 2026.
KLA made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #565 holding.
Avior Wealth Management first reported a position in KLA in Q2 2019 and has held it in 24 quarters since.
601 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.