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Cooper Financial Group’s KLA KLAC Stock Holding History

Cooper Financial Group’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 		$1.65M Sell
5,453
-927
-15% -$184K 0.14% 116
2026
Q1 		$940K Buy
6,380
+1,530
+32% +$224K 0.1% 170
2025
Q4 		$590K Sell
4,850
-360
-7% -$42.2K 0.06% 218
2025
Q3 		$562K Sell
5,210
-7,670
-60% -$716K 0.06% 221
2025
Q2 		$1.15M Sell
12,880
-4,980
-28% -$375K 0.14% 127
2025
Q1 		$1.21M Buy
17,860
+1,350
+8% +$97.2K 0.16% 118
2024
Q4 		$1.04M Buy
16,510
+2,240
+16% +$151K 0.13% 137
2024
Q3 		$1.11M Buy
14,270
+1,440
+11% +$113K 0.14% 127
2024
Q2 		$1.06M Sell
12,830
-170
-1% -$12.6K 0.16% 115
2024
Q1 		$908K Buy
13,000
+340
+3% +$21.8K 0.15% 132
2023
Q4 		$736K Buy
12,660
+230
+2% +$12K 0.13% 144
2023
Q3 		$570K Buy
12,430
+550
+5% +$26.4K 0.14% 172
2023
Q2 		$576K Buy
11,880
+300
+3% +$12.5K 0.14% 166
2023
Q1 		$462K Buy
11,580
+1,870
+19% +$73.7K 0.12% 184
2022
Q4 		$366K Sell
9,710
-740
-7% -$25.8K 0.11% 182
2022
Q3 		$316K Buy
10,450
+2,230
+27% +$77.2K 0.11% 176
2022
Q2 		$262K Sell
8,220
-10,150
-55% -$341K 0.1% 200
2022
Q1 		$673K Buy
18,370
+800
+5% +$29.9K 0.26% 91
2021
Q4 		$756K Sell
17,570
-490
-3% -$18.9K 0.29% 88
2021
Q3 		$604K Buy
18,060
+1,250
+7% +$41.7K 0.13% 114
2021
Q2 		$545K Buy
16,810
+1,110
+7% +$35.6K 0.11% 114
2021
Q1 		$519K Sell
15,700
-670
-4% -$20.2K 0.12% 121
2020
Q4 		$424K Sell
16,370
-3,530
-18% -$82.3K 0.09% 170
2020
Q3 		$386K Sell
19,900
-180
-0.9% -$3.56K 0.11% 127
2020
Q2 		$391K Buy
+20,080
New +$343K 0.13% 115
2020
Q1 		– Sell
-16,390
Closed -$292K – 169
2019
Q4 		$292K Buy
+16,390
New +$275K 0.12% 110

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cooper Financial Group's KLAC Position: Q2 2026 in Review

Cooper Financial Group reduced its KLA (KLAC) stake by 15% in Q2 2026, selling an estimated $184K and leaving 5,453 shares worth $1.65M. The position accounts for 0.14% of the portfolio, ranked #116.

Cooper Financial Group first reported a position in KLAC in Q4 2019 and has held it in 26 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Cooper Financial Group held 5,453 shares of KLA worth $1.65M as of Q2 2026.
  • Cooper Financial Group sold 927 KLA shares in Q2 2026, an estimated $184K.
  • KLA made up 0.14% of Cooper Financial Group's portfolio in Q2 2026, its #116 holding.
  • Cooper Financial Group first reported a position in KLA in Q4 2019 and has held it in 26 quarters since.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.