Jackson Grant Investment Advisers’s KLA KLAC Stock Holding History

Jackson Grant Investment Advisers’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	$199K	Hold	660	–	–	0.06%	123
2026 Q1	$97.2K	Hold	660	–	–	0.03%	162
2025 Q4	$80.2K	Hold	660	–	–	0.03%	172
2025 Q3	$71.2K	Hold	660	–	–	0.02%	179
2025 Q2	$59.1K	Hold	660	–	–	0.02%	171
2025 Q1	$44.9K	Hold	660	–	–	0.02%	186
2024 Q4	$41.6K	Hold	660	–	–	0.02%	188
2024 Q3	$51.1K	Hold	660	–	–	0.02%	179
2024 Q2	$54.4K	Hold	660	–	–	0.02%	174
2024 Q1	$46.1K	Hold	660	–	–	0.02%	185
2023 Q4	$38.4K	Hold	660	–	–	0.02%	186
2023 Q3	$30.3K	Hold	660	–	–	0.01%	199
2023 Q2	$32K	Hold	660	–	–	0.01%	199
2023 Q1	$26.3K	Hold	660	–	–	0.01%	234
2022 Q4	$24.9K	Hold	660	–	–	0.01%	236
2022 Q3	$20K	Hold	660	–	–	0.01%	254
2022 Q2	$21K	Hold	660	–	–	0.01%	260
2022 Q1	$24K	Hold	660	–	–	0.01%	265
2021 Q4	$28K	Hold	660	–	–	0.01%	211
2021 Q3	$22K	Hold	660	–	–	0.01%	278
2021 Q2	$21K	Buy	660 +70	+12%	+$2.24K	0.01%	290
2021 Q1	$19K	Buy	+590	New	+$17.8K	0.01%	294

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Jackson Grant Investment Advisers's KLAC Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its KLA (KLAC) position steady in Q2 2026 at 660 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #123.

Jackson Grant Investment Advisers first reported a position in KLAC in Q1 2021 and has held it in 22 quarters since. 1,119 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Jackson Grant Investment Advisers held 660 shares of KLA worth $199K as of Q2 2026.
Jackson Grant Investment Advisers left its KLA share count unchanged in Q2 2026.
KLA made up 0.06% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #123 holding.
Jackson Grant Investment Advisers first reported a position in KLA in Q1 2021 and has held it in 22 quarters since.
1,119 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.