JKA
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Jones Kertz & Associates’s KLA KLAC Stock Holding History

Jones Kertz & Associates’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 		$21.6M Sell
71,685
-7,395
-9% -$1.47M 9.97% 1
2026
Q1 		$11.6M Sell
79,080
-2,990
-4% -$437K 6.18% 3
2025
Q4 		$9.97M Buy
+82,070
New +$9.63M 5.13% 3

Other funds holding KLAC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Jones Kertz & Associates's KLAC Position: Q2 2026 in Review

Jones Kertz & Associates reduced its KLA (KLAC) stake by 9.4% in Q2 2026, selling an estimated $1.47M and leaving 71,685 shares worth $21.6M. The position accounts for 9.97% of the portfolio, ranked #1.

Jones Kertz & Associates first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 1,424 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Jones Kertz & Associates held 71,685 shares of KLA worth $21.6M as of Q2 2026.
  • Jones Kertz & Associates sold 7,395 KLA shares in Q2 2026, an estimated $1.47M.
  • KLA made up 9.97% of Jones Kertz & Associates's portfolio in Q2 2026, its #1 holding.
  • Jones Kertz & Associates first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • 1,424 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.