Essex Financial Services’s KLA KLAC Stock Holding History

Essex Financial Services’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	$1.14M	Sell	3,792 -138	-4%	-$27.4K	0.06%	288
2026 Q1	$578K	Sell	3,930 -1,160	-23%	-$170K	0.03%	421
2025 Q4	$619K	Buy	5,090 +1,110	+28%	+$130K	0.04%	391
2025 Q3	$429K	Buy	3,980 +620	+18%	+$57.8K	0.03%	469
2025 Q2	$301K	Buy	+3,360	New	+$253K	0.02%	548
2024 Q3	–	Sell	-2,770	Closed	-$209K	–	645
2024 Q2	$209K	Buy	+2,770	New	+$205K	0.02%	572

Other funds holding KLAC

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

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

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

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Essex Financial Services's KLAC Position: Q2 2026 in Review

Essex Financial Services reduced its KLA (KLAC) stake by 3.5% in Q2 2026, selling an estimated $27.4K and leaving 3,792 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #288.

Essex Financial Services first reported a position in KLAC in Q2 2024 and has held it in 6 quarters since. 1,928 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Essex Financial Services held 3,792 shares of KLA worth $1.14M as of Q2 2026.
Essex Financial Services sold 138 KLA shares in Q2 2026, an estimated $27.4K.
KLA made up 0.06% of Essex Financial Services's portfolio in Q2 2026, its #288 holding.
Essex Financial Services first reported a position in KLA in Q2 2024 and has held it in 6 quarters since.
1,928 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.