B. Riley Wealth Advisors’s KLA KLAC Stock Holding History

B. Riley Wealth 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	$2.08M	Buy	7,462 +502	+7%	+$99.7K	0.11%	176
2026 Q1	$962K	Sell	6,960 -9,440	-58%	-$1.38M	0.06%	299
2025 Q4	$1.99M	Buy	16,400 +730	+5%	+$85.6K	0.09%	204
2025 Q3	$1.69M	Sell	15,670 -690	-4%	-$64.4K	0.08%	243
2025 Q2	$1.47M	Buy	+16,360	New	+$1.23M	0.07%	263
2024 Q4	$742K	Sell	11,780 -4,240	-26%	-$287K	0.02%	547
2024 Q3	$1.24M	Sell	16,020 -6,540	-29%	-$513K	0.03%	442
2024 Q2	$1.86M	Sell	22,560 -680	-3%	-$50.2K	0.05%	363
2024 Q1	$1.07M	Sell	23,240 -1,940	-8%	-$125K	0.03%	508
2023 Q4	$1.46M	Buy	25,180 +1,940	+8%	+$101K	0.04%	433
2023 Q3	$1.07M	Sell	23,240 -10,310	-31%	-$494K	0.03%	508
2023 Q2	$1.63M	Buy	33,550 +1,300	+4%	+$54.3K	0.04%	426
2023 Q1	$1.29M	Sell	32,250 -10,490	-25%	-$413K	0.03%	465
2022 Q4	$1.61M	Sell	42,740 -2,930	-6%	-$102K	0.05%	397
2022 Q3	$1.38M	Buy	45,670 +8,020	+21%	+$278K	0.04%	404
2022 Q2	$1.2M	Buy	37,650 +8,060	+27%	+$271K	0.05%	354
2022 Q1	$1.08M	Sell	29,590 -9,910	-25%	-$371K	0.04%	461
2021 Q4	$1.7M	Buy	39,500 +740	+2%	+$28.6K	0.05%	386
2021 Q3	$1.3M	Buy	38,760 +3,090	+9%	+$103K	0.04%	444
2021 Q2	$1.16M	Sell	35,670 -350	-1%	-$11.2K	0.04%	474
2021 Q1	$1.19M	Buy	36,020 +10,710	+42%	+$323K	0.04%	434
2020 Q4	$656K	Sell	25,310 -15,890	-39%	-$370K	0.04%	449
2020 Q3	$800K	Sell	41,200 -3,290	-7%	-$65K	0.04%	371
2020 Q2	$866K	Buy	44,490 +1,010	+2%	+$17.3K	0.06%	307
2020 Q1	$625K	Buy	+43,480	New	+$700K	0.05%	334
2017 Q3	–	Sell	-36,810	Closed	-$338K	–	570
2017 Q2	$338K	Buy	36,810 +2,270	+7%	+$22.7K	0.06%	331
2017 Q1	$329K	Sell	34,540 -1,200	-3%	-$10.6K	0.07%	314
2016 Q4	$282K	Buy	35,740 +1,880	+6%	+$14.4K	0.06%	361
2016 Q3	$237K	Sell	33,860 -40	-0.1%	-$288	0.05%	483
2016 Q2	$249K	Buy	+33,900	New	+$243K	0.05%	467
2015 Q1	–	Sell	-1,910	Closed	-$13	–	1325
2014 Q4	$13	Buy	+1,910	New	+$14.1K	﹤0.01%	2737
2014 Q3	–	Sell	-1,000	Closed	-$7.26K	–	1316
2014 Q2	$7.26K	Sell	1,000 -17,530	-95%	-$116K	﹤0.01%	1916
2014 Q1	$128K	Buy	+18,530	New	+$120K	0.04%	541

Other funds holding KLAC

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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

B. Riley Wealth Advisors's KLAC Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its KLA (KLAC) stake by 7.2% in Q2 2026, buying an estimated $99.7K and bringing the position to 7,462 shares worth $2.08M. The position accounts for 0.11% of the portfolio, ranked #176.

B. Riley Wealth Advisors first reported a position in KLAC in Q1 2014 and has held it in 33 quarters since. 481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

B. Riley Wealth Advisors held 7,462 shares of KLA worth $2.08M as of Q2 2026.
B. Riley Wealth Advisors bought 502 KLA shares in Q2 2026, an estimated $99.7K.
KLA made up 0.11% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #176 holding.
B. Riley Wealth Advisors first reported a position in KLA in Q1 2014 and has held it in 33 quarters since.
481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.