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Everhart Financial Group’s KLA KLAC Stock Holding History

Everhart Financial Group’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 		$1.69M Buy
5,589
+259
+5% +$51.4K 0.11% 97
2026
Q1 		$785K Buy
5,330
+1,000
+23% +$146K 0.07% 215
2025
Q4 		$526K Buy
4,330
+30
+0.7% +$3.52K 0.05% 252
2025
Q3 		$464K Buy
4,300
+170
+4% +$15.9K 0.05% 260
2025
Q2 		$370K Sell
4,130
-60
-1% -$4.51K 0.04% 268
2025
Q1 		$285K Buy
4,190
+500
+14% +$36K 0.04% 282
2024
Q4 		$233K Buy
3,690
+350
+10% +$23.7K 0.05% 287
2024
Q3 		$259K Buy
3,340
+40
+1% +$3.14K 0.06% 279
2024
Q2 		$272K Buy
+3,300
New +$244K 0.07% 236

Other funds holding KLAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Everhart Financial Group's KLAC Position: Q2 2026 in Review

Everhart Financial Group increased its KLA (KLAC) stake by 4.9% in Q2 2026, buying an estimated $51.4K and bringing the position to 5,589 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #97.

Everhart Financial Group first reported a position in KLAC in Q2 2024 and has held it in 9 quarters since. 414 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Everhart Financial Group held 5,589 shares of KLA worth $1.69M as of Q2 2026.
  • Everhart Financial Group bought 259 KLA shares in Q2 2026, an estimated $51.4K.
  • KLA made up 0.11% of Everhart Financial Group's portfolio in Q2 2026, its #97 holding.
  • Everhart Financial Group first reported a position in KLA in Q2 2024 and has held it in 9 quarters since.
  • 414 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.