B. Riley Wealth Advisors’s KLA KLAC Stock Holding History
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
PAM
AAMU
CRM
CNB
AV
GXJ
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. 511 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.
- 511 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.