JFS Wealth Advisors’s KLA KLAC Stock Holding History

JFS 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	$5.53M	Sell	18,340 -11,200	-38%	-$2.22M	0.28%	62
2026 Q1	$4.35M	Sell	29,540 -110	-0.4%	-$16.1K	0.24%	70
2025 Q4	$3.6M	Buy	29,650 +270	+0.9%	+$31.7K	0.2%	73
2025 Q3	$3.17M	Sell	29,380 -100	-0.3%	-$9.33K	0.19%	78
2025 Q2	$2.64M	Sell	29,480 -50	-0.2%	-$3.76K	0.17%	78
2025 Q1	$2.01M	Sell	29,530 -80	-0.3%	-$5.76K	0.14%	93
2024 Q4	$1.87M	Hold	29,610	–	–	0.13%	94
2024 Q3	$2.29M	Sell	29,610 -60	-0.2%	-$4.71K	0.15%	87
2024 Q2	$2.45M	Sell	29,670 -10	-0%	-$739	0.19%	71
2024 Q1	$2.07M	Buy	29,680 +70	+0.2%	+$4.5K	0.16%	78
2023 Q4	$1.72M	Buy	29,610 +660	+2%	+$34.4K	0.15%	85
2023 Q3	$1.33M	Hold	28,950	–	–	0.13%	97
2023 Q2	$1.4M	Hold	28,950	–	–	0.13%	99
2023 Q1	$1.16M	Sell	28,950 -20	-0.1%	-$788	0.11%	105
2022 Q4	$1.09M	Sell	28,970 -20	-0.1%	-$697	0.11%	105
2022 Q3	$877K	Sell	28,990 -340	-1%	-$11.8K	0.1%	111
2022 Q2	$936K	Buy	29,330 +40	+0.1%	+$1.34K	0.1%	107
2022 Q1	$1.07M	Sell	29,290 -110	-0.4%	-$4.11K	0.1%	111
2021 Q4	$1.26M	Sell	29,400 -50	-0.2%	-$1.93K	0.12%	106
2021 Q3	$985K	Buy	29,450 +1,450	+5%	+$48.4K	0.1%	114
2021 Q2	$908K	Hold	28,000	–	–	0.14%	92
2021 Q1	$925K	Hold	28,000	–	–	0.19%	77
2020 Q4	$725K	Hold	28,000	–	–	0.15%	82
2020 Q3	$542K	Hold	28,000	–	–	0.13%	88
2020 Q2	$545K	Hold	28,000	–	–	0.14%	89
2020 Q1	$402K	Hold	28,000	–	–	0.12%	92
2019 Q4	$499K	Sell	28,000 -190	-0.7%	-$3.19K	0.12%	90
2019 Q3	$449K	Buy	28,190 +190	+0.7%	+$2.66K	0.11%	96
2019 Q2	$331K	Hold	28,000	–	–	0.08%	114
2019 Q1	$334K	Hold	28,000	–	–	0.09%	109
2018 Q4	$251K	Hold	28,000	–	–	0.07%	122
2018 Q3	$285K	Hold	28,000	–	–	0.07%	122
2018 Q2	$287K	Hold	28,000	–	–	0.08%	114
2018 Q1	$305K	Hold	28,000	–	–	0.08%	115
2017 Q4	$294K	Hold	28,000	–	–	0.07%	114
2017 Q3	$297K	Hold	28,000	–	–	0.08%	108
2017 Q2	$256K	Hold	28,000	–	–	0.07%	106
2017 Q1	$220K	Hold	28,000	–	–	0.06%	119
2016 Q4	$220K	Hold	28,000	–	–	0.06%	119
2016 Q3	$195K	Hold	28,000	–	–	0.06%	129
2016 Q2	$205K	Hold	28,000	–	–	0.06%	154
2016 Q1	$204K	Hold	28,000	–	–	0.06%	130
2015 Q4	$194K	Hold	28,000	–	–	0.06%	136
2015 Q3	$140K	Hold	28,000	–	–	0.06%	133
2015 Q2	$157K	Hold	28,000	–	–	0.08%	105
2015 Q1	$163K	Sell	28,000 -180	-0.6%	-$1.15K	0.08%	101
2014 Q4	$198K	Hold	28,180	–	–	0.03%	88
2014 Q3	$222K	Sell	28,180 -30	-0.1%	-$226	0.04%	70
2014 Q2	$205K	Buy	+28,210	New	+$187K	0.04%	85

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

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

JFS Wealth Advisors reduced its KLA (KLAC) stake by 38% in Q2 2026, selling an estimated $2.22M and leaving 18,340 shares worth $5.53M. The position accounts for 0.28% of the portfolio, ranked #62.

JFS Wealth Advisors first reported a position in KLAC in Q2 2014 and has held it in 49 quarters since. 1,035 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

JFS Wealth Advisors held 18,340 shares of KLA worth $5.53M as of Q2 2026.
JFS Wealth Advisors sold 11,200 KLA shares in Q2 2026, an estimated $2.22M.
KLA made up 0.28% of JFS Wealth Advisors's portfolio in Q2 2026, its #62 holding.
JFS Wealth Advisors first reported a position in KLA in Q2 2014 and has held it in 49 quarters since.
1,035 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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