Lugano Financial Advisors SA (LFA)’s KLA KLAC Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$69.4K	Sell	230 -80	-26%	-$15.9K	0.04%	138
2026 Q1	$45.6K	Hold	310	–	–	0.02%	159
2025 Q4	$37.7K	Hold	310	–	–	0.02%	168
2025 Q3	$33.4K	Hold	310	–	–	0.02%	170
2025 Q2	$27.8K	Buy	310 +50	+19%	+$3.76K	0.02%	168
2025 Q1	$17.7K	Hold	260	–	–	0.01%	167
2024 Q4	$16.4K	Buy	+260	New	+$17.6K	0.01%	178
2021 Q1	–	Sell	-13,010	Closed	-$337K	–	114
2020 Q4	$337K	Hold	13,010	–	–	0.26%	48
2020 Q3	$267K	Hold	13,010	–	–	0.25%	53
2020 Q2	$251K	Hold	13,010	–	–	0.27%	52
2020 Q1	$216K	Hold	13,010	–	–	0.19%	65
2019 Q4	$232K	Buy	+13,010	New	+$218K	0.17%	67
2019 Q2	$154K	Hold	13,010	–	–	0.1%	80
2019 Q1	$155K	Buy	+13,010	New	+$140K	0.09%	85

Other funds holding KLAC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s KLAC Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its KLA (KLAC) stake by 26% in Q2 2026, selling an estimated $15.9K and leaving 230 shares worth $69.4K. The position accounts for 0.04% of the portfolio, ranked #138.

Lugano Financial Advisors SA (LFA) first reported a position in KLAC in Q1 2019 and has held it in 14 quarters since. The position peaked at $337K in Q4 2020. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 230 shares of KLA worth $69.4K as of Q2 2026.
Lugano Financial Advisors SA (LFA) sold 80 KLA shares in Q2 2026, an estimated $15.9K.
KLA made up 0.04% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #138 holding.
Lugano Financial Advisors SA (LFA) first reported a position in KLA in Q1 2019 and has held it in 14 quarters since.
Lugano Financial Advisors SA (LFA)'s KLA position peaked at $337K in Q4 2020.
2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.