Buttonwood Financial 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
$645K Sell
2,138
-2
-0.1% -$397 0.2% 76
2026
Q1
$315K Hold
2,140
0.11% 89
2025
Q4
$260K Buy
2,140
+10
+0.5% +$1.17K 0.09% 100
2025
Q3
$230K Buy
+2,130
New +$199K 0.08% 102

Other funds holding KLAC

Buttonwood Financial Advisors's KLAC Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its KLA (KLAC) stake by 0.09% in Q2 2026, selling an estimated $397 and leaving 2,138 shares worth $645K. The position accounts for 0.2% of the portfolio, ranked #76.

Buttonwood Financial Advisors first reported a position in KLAC in Q3 2025 and has held it in 4 quarters since. 579 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Buttonwood Financial Advisors held 2,138 shares of KLA worth $645K as of Q2 2026.
  • Buttonwood Financial Advisors sold 2 KLA shares in Q2 2026, an estimated $397.
  • KLA made up 0.2% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #76 holding.
  • Buttonwood Financial Advisors first reported a position in KLA in Q3 2025 and has held it in 4 quarters since.
  • 579 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.