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Crestwood Advisors Group’s KLA KLAC Stock Holding History

Crestwood Advisors 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 		$110M Sell
364,068
-44,272
-11% -$8.79M 1.63% 13
2026
Q1 		$60.1M Sell
408,340
-27,030
-6% -$3.95M 1.01% 26
2025
Q4 		$52.9M Sell
435,370
-57,690
-12% -$6.77M 0.88% 33
2025
Q3 		$53.2M Sell
493,060
-27,490
-5% -$2.56M 0.9% 31
2025
Q2 		$46.6M Sell
520,550
-6,600
-1% -$497K 0.84% 36
2025
Q1 		$35.8M Sell
527,150
-1,650
-0.3% -$119K 0.68% 42
2024
Q4 		$33.3M Buy
528,800
+12,240
+2% +$827K 0.62% 46
2024
Q3 		$40M Sell
516,560
-13,590
-3% -$1.07M 0.76% 43
2024
Q2 		$43.7M Buy
530,150
+31,150
+6% +$2.3M 0.9% 34
2024
Q1 		$34.9M Buy
499,000
+64,160
+15% +$4.12M 0.76% 41
2023
Q4 		$25.3M Buy
434,840
+142,510
+49% +$7.42M 0.59% 50
2023
Q3 		$13.4M Buy
+292,330
New +$14M 0.35% 70

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

Crestwood Advisors Group's KLAC Position: Q2 2026 in Review

Crestwood Advisors Group reduced its KLA (KLAC) stake by 11% in Q2 2026, selling an estimated $8.79M and leaving 364,068 shares worth $110M. The position accounts for 1.63% of the portfolio, ranked #13.

Crestwood Advisors Group first reported a position in KLAC in Q3 2023 and has held it in 12 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Crestwood Advisors Group held 364,068 shares of KLA worth $110M as of Q2 2026.
  • Crestwood Advisors Group sold 44,272 KLA shares in Q2 2026, an estimated $8.79M.
  • KLA made up 1.63% of Crestwood Advisors Group's portfolio in Q2 2026, its #13 holding.
  • Crestwood Advisors Group first reported a position in KLA in Q3 2023 and has held it in 12 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.