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Fortune Financial Advisors’s KLA KLAC Stock Holding History

Fortune Financial 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 		$1.94M Sell
6,435
-165
-3% -$32.8K 0.83% 36
2026
Q1 		$972K Buy
+6,600
New +$966K 0.5% 56

Other funds holding KLAC

UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Fortune Financial Advisors's KLAC Position: Q2 2026 in Review

Fortune Financial Advisors reduced its KLA (KLAC) stake by 2.5% in Q2 2026, selling an estimated $32.8K and leaving 6,435 shares worth $1.94M. The position accounts for 0.83% of the portfolio, ranked #36.

Fortune Financial Advisors first reported a position in KLAC in Q1 2026 and has held it in 2 quarters since. 1,126 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Fortune Financial Advisors held 6,435 shares of KLA worth $1.94M as of Q2 2026.
  • Fortune Financial Advisors sold 165 KLA shares in Q2 2026, an estimated $32.8K.
  • KLA made up 0.83% of Fortune Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • Fortune Financial Advisors first reported a position in KLA in Q1 2026 and has held it in 2 quarters since.
  • 1,126 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.