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EverSource Wealth Advisors’s KLA KLAC Stock Holding History

EverSource Wealth Advisors’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 		$4.49M Sell
14,876
-3,054
-17% -$606K 0.15% 128
2026
Q1 		$2.64M Buy
17,930
+2,070
+13% +$303K 0.08% 181
2025
Q4 		$1.93M Buy
15,860
+1,960
+14% +$230K 0.07% 197
2025
Q3 		$1.5M Buy
13,900
+1,330
+11% +$124K 0.06% 221
2025
Q2 		$1.13M Buy
12,570
+1,710
+16% +$129K 0.05% 248
2025
Q1 		$739K Buy
10,860
+1,940
+22% +$140K 0.04% 306
2024
Q4 		$562K Sell
8,920
-2,390
-21% -$162K 0.03% 349
2024
Q3 		$876K Buy
11,310
+650
+6% +$51K 0.06% 236
2024
Q2 		$877K Buy
10,660
+2,890
+37% +$213K 0.06% 230
2024
Q1 		$535K Buy
7,770
+740
+11% +$47.5K 0.04% 256
2023
Q4 		$409K Buy
7,030
+770
+12% +$40.1K 0.04% 277
2023
Q3 		$287K Buy
6,260
+740
+13% +$35.5K 0.03% 317
2023
Q2 		$268K Sell
5,520
-910
-14% -$38K 0.03% 339
2023
Q1 		$257K Buy
6,430
+330
+5% +$13K 0.03% 329
2022
Q4 		$230K Sell
6,100
-260
-4% -$9.06K 0.03% 329
2022
Q3 		$192K Sell
6,360
-490
-7% -$17K 0.04% 305
2022
Q2 		$218K Buy
6,850
+1,690
+33% +$56.8K 0.06% 246
2022
Q1 		$190K Buy
5,160
+4,070
+373% +$152K 0.05% 257
2021
Q4 		$47K Buy
+1,090
New +$42.1K 0.01% 438

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

EverSource Wealth Advisors's KLAC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its KLA (KLAC) stake by 17% in Q2 2026, selling an estimated $606K and leaving 14,876 shares worth $4.49M. The position accounts for 0.15% of the portfolio, ranked #128.

EverSource Wealth Advisors first reported a position in KLAC in Q4 2021 and has held it in 19 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • EverSource Wealth Advisors held 14,876 shares of KLA worth $4.49M as of Q2 2026.
  • EverSource Wealth Advisors sold 3,054 KLA shares in Q2 2026, an estimated $606K.
  • KLA made up 0.15% of EverSource Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • EverSource Wealth Advisors first reported a position in KLA in Q4 2021 and has held it in 19 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.