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Eley Financial Management’s KLA KLAC Stock Holding History

Eley Financial 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 		$4.38M Sell
14,523
-4,067
-22% -$807K 1.42% 27
2026
Q1 		$2.74M Sell
18,590
-540
-3% -$79K 0.99% 34
2025
Q4 		$2.32M Sell
19,130
-670
-3% -$78.6K 0.84% 36
2025
Q3 		$2.14M Sell
19,800
-240
-1% -$22.4K 0.77% 37
2025
Q2 		$1.8M Buy
20,040
+160
+0.8% +$12K 0.69% 40
2025
Q1 		$1.36M Buy
19,880
+50
+0.3% +$3.6K 0.54% 45
2024
Q4 		$1.25M Buy
19,830
+1,000
+5% +$67.6K 0.49% 47
2024
Q3 		$1.46M Sell
18,830
-2,340
-11% -$184K 0.59% 44
2024
Q2 		$1.75M Sell
21,170
-60
-0.3% -$4.43K 0.74% 40
2024
Q1 		$1.48M Sell
21,230
-170
-0.8% -$10.9K 0.64% 44
2023
Q4 		$1.24M Sell
21,400
-190
-0.9% -$9.89K 0.58% 44
2023
Q3 		$989K Buy
+21,590
New +$1.04M 0.5% 51

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

Eley Financial Management's KLAC Position: Q2 2026 in Review

Eley Financial Management reduced its KLA (KLAC) stake by 22% in Q2 2026, selling an estimated $807K and leaving 14,523 shares worth $4.38M. The position accounts for 1.42% of the portfolio, ranked #27.

Eley Financial Management first reported a position in KLAC in Q3 2023 and has held it in 12 quarters since. 2,489 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Eley Financial Management held 14,523 shares of KLA worth $4.38M as of Q2 2026.
  • Eley Financial Management sold 4,067 KLA shares in Q2 2026, an estimated $807K.
  • KLA made up 1.42% of Eley Financial Management's portfolio in Q2 2026, its #27 holding.
  • Eley Financial Management first reported a position in KLA in Q3 2023 and has held it in 12 quarters since.
  • 2,489 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.