Keudell/Morrison Wealth Management’s KLA KLAC Stock Holding History

Keudell/Morrison Wealth Management’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	$314K	Sell	1,040 -880	-46%	-$175K	0.06%	191
2026 Q1	$283K	Hold	1,920	–	–	0.06%	190
2025 Q4	$233K	Buy	+1,920	New	+$225K	0.05%	207
2022 Q1	–	Sell	-6,370	Closed	-$274K	–	191
2021 Q4	$274K	Sell	6,370 -1,270	-17%	-$49K	0.11%	152
2021 Q3	$256K	Sell	7,640 -1,400	-15%	-$46.7K	0.11%	148
2021 Q2	$293K	Buy	9,040 +1,400	+18%	+$44.9K	0.16%	139
2021 Q1	$252K	Buy	+7,640	New	+$230K	0.15%	144

Other funds holding KLAC

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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Keudell/Morrison Wealth Management's KLAC Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its KLA (KLAC) stake by 46% in Q2 2026, selling an estimated $175K and leaving 1,040 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #191.

Keudell/Morrison Wealth Management first reported a position in KLAC in Q1 2021 and has held it in 7 quarters since. 414 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Keudell/Morrison Wealth Management held 1,040 shares of KLA worth $314K as of Q2 2026.
Keudell/Morrison Wealth Management sold 880 KLA shares in Q2 2026, an estimated $175K.
KLA made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #191 holding.
Keudell/Morrison Wealth Management first reported a position in KLA in Q1 2021 and has held it in 7 quarters since.
414 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.