Halbert Hargrove Global Advisors’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.78K Buy
+9
New +$1.79K ﹤0.01% 372
2025
Q2
Sell
-30
Closed -$2.04K 491
2025
Q1
$2.04K Buy
+30
New +$2.16K ﹤0.01% 402

Other funds holding KLAC

Halbert Hargrove Global Advisors's KLAC Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in KLA (KLAC) in Q2 2026: 9 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #372 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in KLAC as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in KLAC in Q1 2025 and has held it in 2 quarters since. 688 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Halbert Hargrove Global Advisors held 9 shares of KLA worth $2.78K as of Q2 2026.
  • KLA was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • KLA made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #372 holding.
  • Halbert Hargrove Global Advisors first reported a position in KLA in Q1 2025 and has held it in 2 quarters since.
  • 688 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.