Cornerstone Wealth Management’s KLA KLAC Stock Holding History

Cornerstone 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	$1.15M	Buy	3,800 +260	+7%	+$51.6K	0.05%	315
2026 Q1	$521K	Hold	3,540	–	–	0.03%	440
2025 Q4	$430K	Hold	3,540	–	–	0.02%	461
2025 Q3	$382K	Sell	3,540 -50	-1%	-$4.67K	0.02%	479
2025 Q2	$322K	Hold	3,590	–	–	0.02%	496
2025 Q1	$244K	Hold	3,590	–	–	0.02%	524
2024 Q4	$226K	Sell	3,590 -350	-9%	-$23.7K	0.02%	529
2024 Q3	$305K	Hold	3,940	–	–	0.02%	456
2024 Q2	$325K	Sell	3,940 -20	-0.5%	-$1.48K	0.03%	425
2024 Q1	$277K	Hold	3,960	–	–	0.02%	439
2023 Q4	$230K	Buy	+3,960	New	+$206K	0.02%	472
2022 Q1	–	Sell	-5,410	Closed	-$232K	–	500
2021 Q4	$232K	Buy	+5,410	New	+$209K	0.02%	454
2018 Q4	–	Sell	-230,760	Closed	-$222K	–	776
2018 Q3	$222K	Sell	230,760 -472,360	-67%	-$5.16M	﹤0.01%	1162
2018 Q2	$678K	Buy	703,120 +640,030	+1,014%	+$6.96M	0.01%	904
2018 Q1	$661K	Buy	+63,090	New	+$702K	0.13%	161

Other funds holding KLAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

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

Cornerstone Wealth Management increased its KLA (KLAC) stake by 7.3% in Q2 2026, buying an estimated $51.6K and bringing the position to 3,800 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #315.

Cornerstone Wealth Management first reported a position in KLAC in Q1 2018 and has held it in 15 quarters since. 588 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Cornerstone Wealth Management held 3,800 shares of KLA worth $1.15M as of Q2 2026.
Cornerstone Wealth Management bought 260 KLA shares in Q2 2026, an estimated $51.6K.
KLA made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #315 holding.
Cornerstone Wealth Management first reported a position in KLA in Q1 2018 and has held it in 15 quarters since.
588 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.