Journey Advisory Group’s KLA KLAC Stock Holding History

Journey Advisory Group’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	$5.22M	Buy	17,290 +440	+3%	+$87.3K	0.4%	72
2026 Q1	$2.48M	Buy	16,850 +5,420	+47%	+$793K	0.21%	101
2025 Q4	$1.39M	Sell	11,430 -7,050	-38%	-$827K	0.12%	133
2025 Q3	$1.99M	Buy	18,480 +290	+2%	+$27.1K	0.15%	118
2025 Q2	$1.63M	Buy	18,190 +590	+3%	+$44.4K	0.13%	138
2025 Q1	$1.2M	Buy	17,600 +11,100	+171%	+$800K	0.1%	139
2024 Q4	$536K	Hold	6,500	–	–	0.06%	150
2024 Q3	$536K	Hold	6,500	–	–	0.06%	150
2024 Q2	$536K	Buy	6,500 +700	+12%	+$51.7K	0.06%	148
2024 Q1	$405K	Buy	5,800 +620	+12%	+$39.8K	0.05%	176
2023 Q4	$301K	Buy	5,180 +160	+3%	+$8.33K	0.04%	176
2023 Q3	$230K	Buy	5,020 +210	+4%	+$10.1K	0.03%	198
2023 Q2	$233K	Buy	+4,810	New	+$201K	0.03%	210

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Journey Advisory Group's KLAC Position: Q2 2026 in Review

Journey Advisory Group increased its KLA (KLAC) stake by 2.6% in Q2 2026, buying an estimated $87.3K and bringing the position to 17,290 shares worth $5.22M. The position accounts for 0.4% of the portfolio, ranked #72.

Journey Advisory Group first reported a position in KLAC in Q2 2023 and has held it in 13 quarters since. 1,776 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Journey Advisory Group held 17,290 shares of KLA worth $5.22M as of Q2 2026.
Journey Advisory Group bought 440 KLA shares in Q2 2026, an estimated $87.3K.
KLA made up 0.4% of Journey Advisory Group's portfolio in Q2 2026, its #72 holding.
Journey Advisory Group first reported a position in KLA in Q2 2023 and has held it in 13 quarters since.
1,776 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.