Evercore Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.03M | Sell |
6,720
-80
| -1% | -$15.9K | 0.03% | 169 |
|
|
2026
Q1 | $1M | Sell |
6,800
-300
| -4% | -$43.9K | 0.02% | 219 |
|
|
2025
Q4 | $863K | Hold |
7,100
| – | – | 0.01% | 227 |
|
|
2025
Q3 | $766K | Hold |
7,100
| – | – | 0.01% | 248 |
|
|
2025
Q2 | $636K | Sell |
7,100
-320
| -4% | -$24.1K | 0.01% | 257 |
|
|
2025
Q1 | $504K | Sell |
7,420
-100
| -1% | -$7.2K | 0.01% | 276 |
|
|
2024
Q4 | $474K | Hold |
7,520
| – | – | 0.01% | 282 |
|
|
2024
Q3 | $582K | Sell |
7,520
-80
| -1% | -$6.28K | 0.01% | 259 |
|
|
2024
Q2 | $627K | Sell |
7,600
-570
| -7% | -$42.1K | 0.01% | 259 |
|
|
2024
Q1 | $571K | Hold |
8,170
| – | – | 0.01% | 266 |
|
|
2023
Q4 | $475K | Sell |
8,170
-110
| -1% | -$5.72K | 0.01% | 289 |
|
|
2023
Q3 | $380K | Hold |
8,280
| – | – | 0.01% | 296 |
|
|
2023
Q2 | $402K | Hold |
8,280
| – | – | 0.01% | 298 |
|
|
2023
Q1 | $331K | Hold |
8,280
| – | – | 0.01% | 313 |
|
|
2022
Q4 | $312K | Buy |
8,280
+240
| +3% | +$8.36K | 0.01% | 317 |
|
|
2022
Q3 | $243K | Hold |
8,040
| – | – | 0.01% | 347 |
|
|
2022
Q2 | $257K | Hold |
8,040
| – | – | 0.01% | 342 |
|
|
2022
Q1 | $294K | Sell |
8,040
-20
| -0.2% | -$748 | 0.01% | 356 |
|
|
2021
Q4 | $347K | Hold |
8,060
| – | – | 0.01% | 332 |
|
|
2021
Q3 | $270K | Sell |
8,060
-90
| -1% | -$3K | ﹤0.01% | 380 |
|
|
2021
Q2 | $264K | Sell |
8,150
-160
| -2% | -$5.13K | ﹤0.01% | 385 |
|
|
2021
Q1 | $275K | Sell |
8,310
-90
| -1% | -$2.71K | 0.01% | 377 |
|
|
2020
Q4 | $217K | Buy |
+8,400
| New | +$196K | ﹤0.01% | 400 |
|
|
2018
Q1 | – | Sell |
-56,940
| Closed | -$598K | – | 589 |
|
|
2017
Q4 | $598K | Sell |
56,940
-360
| -0.6% | -$3.79K | 0.02% | 238 |
|
|
2017
Q3 | $607K | Hold |
57,300
| – | – | 0.02% | 230 |
|
|
2017
Q2 | $524K | Hold |
57,300
| – | – | 0.02% | 250 |
|
|
2017
Q1 | $545K | Buy |
57,300
+46,730
| +442% | +$412K | 0.02% | 252 |
|
|
2016
Q4 | $83K | Buy |
+10,570
| New | +$80.7K | ﹤0.01% | 530 |
|
|
2016
Q2 | – | Sell |
-12,500
| Closed | -$91K | – | 1030 |
|
|
2016
Q1 | $91K | Sell |
12,500
-9,160
| -42% | -$61.6K | ﹤0.01% | 469 |
|
|
2015
Q4 | $150K | Buy |
21,660
+6,340
| +41% | +$40.6K | 0.01% | 425 |
|
|
2015
Q3 | $77K | Buy |
15,320
+570
| +4% | +$2.93K | ﹤0.01% | 525 |
|
|
2015
Q2 | $83K | Sell |
14,750
-6,630
| -31% | -$38.8K | ﹤0.01% | 551 |
|
|
2015
Q1 | $125K | Buy |
21,380
+400
| +2% | +$2.56K | 0.01% | 495 |
|
|
2014
Q4 | $148K | Sell |
20,980
-3,000
| -13% | -$22.1K | 0.01% | 405 |
|
|
2014
Q3 | $189K | Buy |
23,980
+1,500
| +7% | +$11.3K | 0.01% | 405 |
|
|
2014
Q2 | $163K | Sell |
22,480
-14,270
| -39% | -$94.7K | 0.01% | 423 |
|
|
2014
Q1 | $257K | Sell |
36,750
-43,000
| -54% | -$278K | 0.01% | 340 |
|
|
2013
Q4 | $512K | Sell |
79,750
-639,840
| -89% | -$4.04M | 0.03% | 258 |
|
|
2013
Q3 | $4.38M | Buy |
719,590
+53,840
| +8% | +$316K | 0.25% | 104 |
|
|
2013
Q2 | $3.71M | Buy |
+665,750
| New | +$3.63M | 0.21% | 116 |
|
Other funds holding KLAC
Evercore Wealth Management's KLAC Position: Q2 2026 in Review
Evercore Wealth Management reduced its KLA (KLAC) stake by 1.2% in Q2 2026, selling an estimated $15.9K and leaving 6,720 shares worth $2.03M. The position accounts for 0.03% of the portfolio, ranked #169.
Evercore Wealth Management first reported a position in KLAC in Q2 2013 and has held it in 40 quarters since. The position peaked at $4.38M in Q3 2013. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.
- Evercore Wealth Management held 6,720 shares of KLA worth $2.03M as of Q2 2026.
- Evercore Wealth Management sold 80 KLA shares in Q2 2026, an estimated $15.9K.
- KLA made up 0.03% of Evercore Wealth Management's portfolio in Q2 2026, its #169 holding.
- Evercore Wealth Management first reported a position in KLA in Q2 2013 and has held it in 40 quarters since.
- Evercore Wealth Management's KLA position peaked at $4.38M in Q3 2013.
- 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.