Crewe Advisors’s KLA KLAC Stock Holding History

Crewe Advisors’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	$319K	Buy	1,058 +758	+253%	+$150K	0.02%	178
2026 Q1	$44.2K	Buy	300 +10	+3%	+$1.46K	﹤0.01%	388
2025 Q4	$35.2K	Hold	290	–	–	﹤0.01%	400
2025 Q3	$31.3K	Buy	+290	New	+$27.1K	﹤0.01%	428
2024 Q3	–	Sell	-930	Closed	-$76.7K	–	859
2024 Q2	$76.7K	Buy	930 +650	+232%	+$48K	0.01%	305
2024 Q1	$19.6K	Buy	+280	New	+$18K	﹤0.01%	498
2023 Q3	–	Sell	-10	Closed	-$486	–	760
2023 Q2	$486	Buy	+10	New	+$418	﹤0.01%	630
2022 Q4	–	Sell	-690	Closed	-$21K	–	1160
2022 Q3	$21K	Buy	690 +240	+53%	+$8.31K	﹤0.01%	453
2022 Q2	$14K	Buy	+450	New	+$15.1K	﹤0.01%	517
2021 Q4	–	Sell	-190	Closed	-$6K	–	431
2021 Q3	$6K	Hold	190	–	–	﹤0.01%	291
2021 Q2	$6K	Hold	190	–	–	﹤0.01%	318
2021 Q1	$6K	Hold	190	–	–	﹤0.01%	351
2020 Q4	$5K	Sell	190 -10	-5%	-$233	﹤0.01%	355
2020 Q3	$4K	Buy	+200	New	+$3.95K	﹤0.01%	402

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Crewe Advisors's KLAC Position: Q2 2026 in Review

Crewe Advisors increased its KLA (KLAC) stake by 253% in Q2 2026, buying an estimated $150K and bringing the position to 1,058 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #178.

Crewe Advisors first reported a position in KLAC in Q3 2020 and has held it in 14 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Crewe Advisors held 1,058 shares of KLA worth $319K as of Q2 2026.
Crewe Advisors bought 758 KLA shares in Q2 2026, an estimated $150K.
KLA made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #178 holding.
Crewe Advisors first reported a position in KLA in Q3 2020 and has held it in 14 quarters since.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.