BSW Wealth Partners’s KLA KLAC Stock Holding History

BSW Wealth Partners’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	$1.55M	Sell	5,139 -331	-6%	-$65.7K	0.17%	72
2026 Q1	$805K	Sell	5,470 -270	-5%	-$39.5K	0.1%	122
2025 Q4	$697K	Sell	5,740 -220	-4%	-$25.8K	0.08%	137
2025 Q3	$643K	Buy	5,960 +2,210	+59%	+$206K	0.08%	142
2025 Q2	$336K	Buy	3,750 +60	+2%	+$4.51K	0.05%	224
2025 Q1	$251K	Sell	3,690 -180	-5%	-$13K	0.04%	256
2024 Q4	$244K	Buy	3,870 +300	+8%	+$20.3K	0.04%	268
2024 Q3	$276K	Buy	3,570 +670	+23%	+$52.6K	0.04%	239
2024 Q2	$239K	Sell	2,900 -30	-1%	-$2.22K	0.04%	254
2024 Q1	$205K	Buy	+2,930	New	+$188K	0.03%	281

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

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

BSW Wealth Partners's KLAC Position: Q2 2026 in Review

BSW Wealth Partners reduced its KLA (KLAC) stake by 6.1% in Q2 2026, selling an estimated $65.7K and leaving 5,139 shares worth $1.55M. The position accounts for 0.17% of the portfolio, ranked #72.

BSW Wealth Partners first reported a position in KLAC in Q1 2024 and has held it in 10 quarters since. 414 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

BSW Wealth Partners held 5,139 shares of KLA worth $1.55M as of Q2 2026.
BSW Wealth Partners sold 331 KLA shares in Q2 2026, an estimated $65.7K.
KLA made up 0.17% of BSW Wealth Partners's portfolio in Q2 2026, its #72 holding.
BSW Wealth Partners first reported a position in KLA in Q1 2024 and has held it in 10 quarters since.
414 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.