HHM Wealth Advisors’s KLA KLAC Stock Holding History

HHM 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	$175K	Sell	580 -10	-2%	-$1.99K	0.02%	225
2026 Q1	$86.9K	Buy	590 +20	+4%	+$2.93K	0.01%	293
2025 Q4	$69.3K	Hold	570	–	–	0.01%	314
2025 Q3	$61.5K	Hold	570	–	–	0.01%	345
2025 Q2	$51.1K	Hold	570	–	–	0.01%	370
2025 Q1	$38.7K	Sell	570 -100	-15%	-$7.2K	0.01%	401
2024 Q4	$42.2K	Hold	670	–	–	0.01%	389
2024 Q3	$51.9K	Sell	670 -50	-7%	-$3.92K	0.01%	334
2024 Q2	$59.4K	Buy	+720	New	+$53.2K	0.01%	314
2022 Q1	–	Sell	-210	Closed	-$9K	–	727
2021 Q4	$9K	Buy	+210	New	+$8.1K	﹤0.01%	521

Other funds holding KLAC

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

HHM Wealth Advisors's KLAC Position: Q2 2026 in Review

HHM Wealth Advisors reduced its KLA (KLAC) stake by 1.7% in Q2 2026, selling an estimated $1.99K and leaving 580 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #225.

HHM Wealth Advisors first reported a position in KLAC in Q4 2021 and has held it in 10 quarters since. 786 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

HHM Wealth Advisors held 580 shares of KLA worth $175K as of Q2 2026.
HHM Wealth Advisors sold 10 KLA shares in Q2 2026, an estimated $1.99K.
KLA made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #225 holding.
HHM Wealth Advisors first reported a position in KLA in Q4 2021 and has held it in 10 quarters since.
786 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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