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Guardian Wealth Management (Illinois)’s KLA KLAC Stock Holding History

Guardian Wealth Management (Illinois)’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 		$232K Buy
+770
New +$153K 0.11% 61
2026
Q1 		– Sell
-1,710
Closed -$209K – 64
2025
Q4 		$209K Buy
+1,710
New +$201K 0.12% 66
2025
Q2 		– Sell
-1,960
Closed -$133K – 137
2025
Q1 		$133K Sell
1,960
-150
-7% -$10.8K 0.09% 70
2024
Q4 		$133K Buy
2,110
+10
+0.5% +$676 0.09% 75
2024
Q3 		$163K Sell
2,100
-10
-0.5% -$785 0.11% 69
2024
Q2 		$174K Sell
2,110
-20
-0.9% -$1.48K 0.13% 66
2024
Q1 		$149K Sell
2,130
-130
-6% -$8.35K 0.11% 71
2023
Q4 		$131K Buy
2,260
+10
+0.4% +$520 0.11% 73
2023
Q3 		$103K Hold
2,250
– – 0.1% 84
2023
Q2 		$109K Buy
2,250
+10
+0.4% +$418 0.1% 82
2023
Q1 		$89.5K Sell
2,240
-10
-0.4% -$394 0.09% 88
2022
Q4 		$84.7K Buy
2,250
+10
+0.4% +$349 0.08% 96
2022
Q3 		$68K Hold
2,240
– – 0.08% 93
2022
Q2 		$71K Sell
2,240
-10
-0.4% -$336 0.08% 96
2022
Q1 		$83K Hold
2,250
– – 0.08% 98
2021
Q4 		$97K Buy
+2,250
New +$86.8K 0.09% 90

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
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

Guardian Wealth Management (Illinois)'s KLAC Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) opened a new position in KLA (KLAC) in Q2 2026: 770 shares worth $232K. The stake represents 0.11% of the portfolio and ranks #61 among its holdings. This is a return to the name: Guardian Wealth Management (Illinois) previously reported a position in KLAC as recently as Q4 2025.

Guardian Wealth Management (Illinois) first reported a position in KLAC in Q4 2021 and has held it in 16 quarters since. 771 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 770 shares of KLA worth $232K as of Q2 2026.
  • KLA was a new Guardian Wealth Management (Illinois) position in Q2 2026.
  • KLA made up 0.11% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #61 holding.
  • Guardian Wealth Management (Illinois) first reported a position in KLA in Q4 2021 and has held it in 16 quarters since.
  • 771 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.