Elevation Wealth Partners’s KLA KLAC Stock Holding History

Elevation Wealth Partners’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	$917K	Buy	3,040 +20	+0.7%	+$3.97K	0.27%	54
2026 Q1	$444K	Buy	3,020 +10	+0.3%	+$1.46K	0.16%	80
2025 Q4	$366K	Buy	3,010 +100	+3%	+$11.7K	0.13%	87
2025 Q3	$314K	Buy	2,910 +40	+1%	+$3.73K	0.11%	96
2025 Q2	$257K	Hold	2,870	–	–	0.1%	101
2025 Q1	$195K	Buy	2,870 +10	+0.3%	+$720	0.08%	111
2024 Q4	$180K	Buy	2,860 +10	+0.4%	+$676	0.08%	121
2024 Q3	$221K	Hold	2,850	–	–	0.09%	107
2024 Q2	$235K	Buy	2,850 +10	+0.4%	+$739	0.11%	100
2024 Q1	$198K	Sell	2,840 -1,850	-39%	-$119K	0.1%	109
2023 Q4	$215K	Hold	4,690	–	–	0.13%	96
2023 Q3	$215K	Hold	4,690	–	–	0.19%	54
2023 Q2	$227K	Hold	4,690	–	–	0.19%	54
2023 Q1	$187K	Buy	+4,690	New	+$185K	0.17%	65

Other funds holding KLAC

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Elevation Wealth Partners's KLAC Position: Q2 2026 in Review

Elevation Wealth Partners increased its KLA (KLAC) stake by 0.66% in Q2 2026, buying an estimated $3.97K and bringing the position to 3,040 shares worth $917K. The position accounts for 0.27% of the portfolio, ranked #54.

Elevation Wealth Partners first reported a position in KLAC in Q1 2023 and has held it in 14 quarters since. 999 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Elevation Wealth Partners held 3,040 shares of KLA worth $917K as of Q2 2026.
Elevation Wealth Partners bought 20 KLA shares in Q2 2026, an estimated $3.97K.
KLA made up 0.27% of Elevation Wealth Partners's portfolio in Q2 2026, its #54 holding.
Elevation Wealth Partners first reported a position in KLA in Q1 2023 and has held it in 14 quarters since.
999 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.