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Centurion Wealth Management’s KLA KLAC Stock Holding History

Centurion 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 		$227K Buy
+754
New +$150K 0.05% 263
2024
Q4 		– Sell
-4,070
Closed -$315K – 223
2024
Q3 		$315K Buy
+4,070
New +$319K 0.1% 149
2024
Q1 		$279K Sell
4,000
-1,510
-27% -$97K 0.11% 142
2023
Q4 		$320K Buy
5,510
+690
+14% +$35.9K 0.14% 111
2023
Q3 		$221K Buy
+4,820
New +$231K 0.11% 137

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

Centurion Wealth Management's KLAC Position: Q2 2026 in Review

Centurion Wealth Management opened a new position in KLA (KLAC) in Q2 2026: 754 shares worth $227K. The stake represents 0.05% of the portfolio and ranks #263 among its holdings. This is a return to the name: Centurion Wealth Management previously reported a position in KLAC as recently as Q3 2024.

Centurion Wealth Management first reported a position in KLAC in Q3 2023 and has held it in 5 quarters since. The position peaked at $320K in Q4 2023. 414 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Centurion Wealth Management held 754 shares of KLA worth $227K as of Q2 2026.
  • KLA was a new Centurion Wealth Management position in Q2 2026.
  • KLA made up 0.05% of Centurion Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Centurion Wealth Management first reported a position in KLA in Q3 2023 and has held it in 5 quarters since.
  • Centurion Wealth Management's KLA position peaked at $320K in Q4 2023.
  • 414 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.