Bellevue Asset Management’s KLA KLAC Stock Holding History

Bellevue Asset 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	$1.38M	Buy	4,564 +4	+0.1%	+$794	0.64%	27
2026 Q1	$672K	Hold	4,560	–	–	0.34%	40
2025 Q4	$554K	Hold	4,560	–	–	0.18%	44
2025 Q3	$492K	Buy	4,560 +10	+0.2%	+$933	0.23%	48
2025 Q2	$408K	Hold	4,550	–	–	0.2%	51
2025 Q1	$310K	Hold	4,550	–	–	0.17%	53
2024 Q4	$287K	Hold	4,550	–	–	0.15%	57
2024 Q3	$353K	Hold	4,550	–	–	0.18%	48
2024 Q2	$375K	Hold	4,550	–	–	0.21%	44
2024 Q1	$318K	Buy	4,550 +10	+0.2%	+$642	0.18%	51
2023 Q4	$264K	Hold	4,540	–	–	0.23%	56
2023 Q3	$209K	Sell	4,540 -250	-5%	-$12K	0.14%	55
2023 Q2	$233K	Hold	4,790	–	–	0.15%	53
2023 Q1	$191K	Hold	4,790	–	–	0.13%	59
2022 Q4	$178K	Hold	4,790	–	–	0.14%	61
2022 Q3	$151K	Buy	4,790 +10	+0.2%	+$346	0.12%	74
2022 Q2	$154K	Buy	4,780 +10	+0.2%	+$336	0.11%	80
2022 Q1	$178K	Hold	4,770	–	–	0.11%	76
2021 Q4	$205K	Sell	4,770 -250	-5%	-$9.65K	0.12%	66
2021 Q3	$170K	Hold	5,020	–	–	0.1%	79
2021 Q2	$163K	Hold	5,020	–	–	0.1%	84
2021 Q1	$166K	Buy	5,020 +10	+0.2%	+$301	0.1%	87
2020 Q4	$155K	Sell	5,010 -940	-16%	-$21.9K	0.09%	85
2020 Q3	$115K	Buy	5,950 +250	+4%	+$4.94K	0.08%	100
2020 Q2	$111K	Hold	5,700	–	–	0.11%	101
2020 Q1	$95K	Hold	5,700	–	–	0.1%	111
2019 Q4	$102K	Buy	+5,700	New	+$95.6K	0.08%	104

Other funds holding KLAC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Bellevue Asset Management's KLAC Position: Q2 2026 in Review

Bellevue Asset Management increased its KLA (KLAC) stake by 0.09% in Q2 2026, buying an estimated $794 and bringing the position to 4,564 shares worth $1.38M. The position accounts for 0.64% of the portfolio, ranked #27.

Bellevue Asset Management first reported a position in KLAC in Q4 2019 and has held it in 27 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Bellevue Asset Management held 4,564 shares of KLA worth $1.38M as of Q2 2026.
Bellevue Asset Management bought 4 KLA shares in Q2 2026, an estimated $794.
KLA made up 0.64% of Bellevue Asset Management's portfolio in Q2 2026, its #27 holding.
Bellevue Asset Management first reported a position in KLA in Q4 2019 and has held it in 27 quarters since.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.