Fort Sheridan Advisors’s KLA KLAC Stock Holding History

Fort Sheridan 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	$3.4M	Buy	11,274 +4	+0%	+$794	0.37%	57
2026 Q1	$1.66M	Hold	11,270	–	–	0.2%	86
2025 Q4	$1.37M	Hold	11,270	–	–	0.17%	92
2025 Q3	$1.22M	Sell	11,270 -10	-0.1%	-$933	0.16%	96
2025 Q2	$1.01M	Hold	11,280	–	–	0.14%	104
2025 Q1	$767K	Sell	11,280 -260	-2%	-$18.7K	0.12%	122
2024 Q4	$727K	Hold	11,540	–	–	0.11%	125
2024 Q3	$894K	Hold	11,540	–	–	0.14%	106
2024 Q2	$952K	Hold	11,540	–	–	0.15%	92
2024 Q1	$806K	Buy	11,540 +1,320	+13%	+$84.8K	0.15%	95
2023 Q4	$594K	Sell	10,220 -70	-0.7%	-$3.64K	0.12%	111
2023 Q3	$472K	Hold	10,290	–	–	0.11%	120
2023 Q2	$499K	Sell	10,290 -340	-3%	-$14.2K	0.11%	117
2023 Q1	$424K	Buy	10,630 +260	+3%	+$10.2K	0.11%	123
2022 Q4	$391K	Hold	10,370	–	–	0.13%	119
2022 Q3	$314K	Buy	10,370 +940	+10%	+$32.6K	0.11%	130
2022 Q2	$301K	Hold	9,430	–	–	0.1%	135
2022 Q1	$345K	Hold	9,430	–	–	0.1%	130
2021 Q4	$406K	Hold	9,430	–	–	0.12%	123
2021 Q3	$315K	Buy	9,430 +570	+6%	+$19K	0.1%	136
2021 Q2	$287K	Hold	8,860	–	–	0.1%	139
2021 Q1	$293K	Buy	+8,860	New	+$267K	0.12%	115

Other funds holding KLAC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Fort Sheridan Advisors's KLAC Position: Q2 2026 in Review

Fort Sheridan Advisors increased its KLA (KLAC) stake by 0.04% in Q2 2026, buying an estimated $794 and bringing the position to 11,274 shares worth $3.4M. The position accounts for 0.37% of the portfolio, ranked #57.

Fort Sheridan Advisors first reported a position in KLAC in Q1 2021 and has held it in 22 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Fort Sheridan Advisors held 11,274 shares of KLA worth $3.4M as of Q2 2026.
Fort Sheridan Advisors bought 4 KLA shares in Q2 2026, an estimated $794.
KLA made up 0.37% of Fort Sheridan Advisors's portfolio in Q2 2026, its #57 holding.
Fort Sheridan Advisors first reported a position in KLA in Q1 2021 and has held it in 22 quarters since.
2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.