GFWA
KLAC icon

Grey Fox Wealth Advisors’s KLA KLAC Stock Holding History

Grey Fox 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 		$511K Buy
1,692
+12
+0.7% +$2.38K 0.08% 102
2026
Q1 		$248K Hold
1,680
– – 0.05% 123
2025
Q4 		$204K Hold
1,680
– – 0.04% 132
2025
Q3 		$181K Buy
+1,680
New +$157K 0.04% 147
2023
Q2 		– Sell
-1,530
Closed -$61.1K – 323
2023
Q1 		$61.1K Hold
1,530
– – 0.04% 170
2022
Q4 		$57.7K Buy
+1,530
New +$53.3K 0.04% 154

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Grey Fox Wealth Advisors's KLAC Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its KLA (KLAC) stake by 0.71% in Q2 2026, buying an estimated $2.38K and bringing the position to 1,692 shares worth $511K. The position accounts for 0.08% of the portfolio, ranked #102.

Grey Fox Wealth Advisors first reported a position in KLAC in Q4 2022 and has held it in 6 quarters since. 688 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Grey Fox Wealth Advisors held 1,692 shares of KLA worth $511K as of Q2 2026.
  • Grey Fox Wealth Advisors bought 12 KLA shares in Q2 2026, an estimated $2.38K.
  • KLA made up 0.08% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Grey Fox Wealth Advisors first reported a position in KLA in Q4 2022 and has held it in 6 quarters since.
  • 688 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.