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Beaird Harris Wealth Management’s KLA KLAC Stock Holding History

Beaird Harris 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 		$87.5K Sell
290
-50
-15% -$9.93K 0.01% 219
2026
Q1 		$50.1K Hold
340
– – ﹤0.01% 239
2025
Q4 		$41.3K Sell
340
-240
-41% -$28.1K ﹤0.01% 269
2025
Q3 		$62.6K Buy
580
+30
+5% +$2.8K ﹤0.01% 223
2025
Q2 		$49.3K Buy
550
+20
+4% +$1.5K ﹤0.01% 245
2025
Q1 		$36K Hold
530
– – ﹤0.01% 257
2024
Q4 		$33.4K Buy
530
+370
+231% +$25K ﹤0.01% 267
2024
Q3 		$12.4K Sell
160
-10
-6% -$785 ﹤0.01% 324
2024
Q2 		$14K Sell
170
-90
-35% -$6.65K ﹤0.01% 337
2024
Q1 		$18.2K Sell
260
-70
-21% -$4.5K ﹤0.01% 289
2023
Q4 		$19.2K Buy
+330
New +$17.2K ﹤0.01% 268

Other funds holding KLAC

Swedbank
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
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
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Beaird Harris Wealth Management's KLAC Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its KLA (KLAC) stake by 15% in Q2 2026, selling an estimated $9.93K and leaving 290 shares worth $87.5K. The position accounts for 0.01% of the portfolio, ranked #219.

Beaird Harris Wealth Management first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. 414 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Beaird Harris Wealth Management held 290 shares of KLA worth $87.5K as of Q2 2026.
  • Beaird Harris Wealth Management sold 50 KLA shares in Q2 2026, an estimated $9.93K.
  • KLA made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Beaird Harris Wealth Management first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
  • 414 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.