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Forza Wealth Management’s KLA KLAC Stock Holding History

Forza Wealth Management’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 		$392K Buy
+1,300
New +$258K 0.12% 148
2023
Q3 		– Sell
-4,300
Closed -$209K – 183
2023
Q2 		$209K Buy
+4,300
New +$180K 0.11% 176

Other funds holding KLAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Forza Wealth Management's KLAC Position: Q2 2026 in Review

Forza Wealth Management opened a new position in KLA (KLAC) in Q2 2026: 1,300 shares worth $392K. The stake represents 0.12% of the portfolio and ranks #148 among its holdings. This is a return to the name: Forza Wealth Management previously reported a position in KLAC as recently as Q2 2023.

Forza Wealth Management first reported a position in KLAC in Q2 2023 and has held it in 2 quarters since. 541 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Forza Wealth Management held 1,300 shares of KLA worth $392K as of Q2 2026.
  • KLA was a new Forza Wealth Management position in Q2 2026.
  • KLA made up 0.12% of Forza Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Forza Wealth Management first reported a position in KLA in Q2 2023 and has held it in 2 quarters since.
  • 541 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.