Insight Wealth Strategies’s KLA KLAC Stock Holding History

Insight Wealth Strategies’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	$11.7M	Sell	44,075 -8,065	-15%	-$1.6M	1.15%	27
2026 Q1	$7.68M	Sell	52,140 -3,510	-6%	-$514K	0.86%	34
2025 Q4	$6.76M	Sell	55,650 -1,120	-2%	-$131K	0.78%	34
2025 Q3	$6.12M	Sell	56,770 -4,090	-7%	-$382K	0.72%	38
2025 Q2	$5.47M	Buy	60,860 +2,650	+5%	+$199K	0.69%	34
2025 Q1	$3.96M	Buy	58,210 +760	+1%	+$54.7K	0.53%	56
2024 Q4	$3.62M	Buy	57,450 +2,970	+5%	+$201K	0.49%	68
2024 Q3	$4.22M	Buy	54,480 +1,360	+3%	+$107K	0.56%	46
2024 Q2	$4.38M	Buy	53,120 +3,660	+7%	+$270K	0.62%	36
2024 Q1	$3.46M	Buy	+49,460	New	+$3.18M	0.51%	45

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Insight Wealth Strategies's KLAC Position: Q2 2026 in Review

Insight Wealth Strategies reduced its KLA (KLAC) stake by 15% in Q2 2026, selling an estimated $1.6M and leaving 44,075 shares worth $11.7M. The position accounts for 1.15% of the portfolio, ranked #27.

Insight Wealth Strategies first reported a position in KLAC in Q1 2024 and has held it in 10 quarters since. 916 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Insight Wealth Strategies held 44,075 shares of KLA worth $11.7M as of Q2 2026.
Insight Wealth Strategies sold 8,065 KLA shares in Q2 2026, an estimated $1.6M.
KLA made up 1.15% of Insight Wealth Strategies's portfolio in Q2 2026, its #27 holding.
Insight Wealth Strategies first reported a position in KLA in Q1 2024 and has held it in 10 quarters since.
916 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.