LA
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LVW Advisors’s KLA KLAC Stock Holding History

LVW 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 		$1.42M Buy
4,722
+682
+17% +$135K 0.12% 103
2026
Q1 		$595K Buy
4,040
+1,270
+46% +$186K 0.06% 183
2025
Q4 		$337K Sell
2,770
-2,590
-48% -$304K 0.03% 259
2025
Q3 		$578K Buy
5,360
+620
+13% +$57.8K 0.06% 170
2025
Q2 		$425K Buy
4,740
+560
+13% +$42.1K 0.05% 206
2025
Q1 		$284K Buy
4,180
+280
+7% +$20.2K 0.03% 243
2024
Q4 		$246K Sell
3,900
-2,140
-35% -$145K 0.03% 278
2024
Q3 		$468K Buy
6,040
+320
+6% +$25.1K 0.06% 195
2024
Q2 		$472K Buy
5,720
+560
+11% +$41.4K 0.07% 180
2024
Q1 		$360K Buy
+5,160
New +$331K 0.06% 209
2020
Q3 		– Sell
-18,360
Closed -$357K – 217
2020
Q2 		$357K Sell
18,360
-270
-1% -$4.62K 0.09% 121
2020
Q1 		$268K Buy
+18,630
New +$300K 0.07% 130
2019
Q4 		– Sell
-16,500
Closed -$263K – 193
2019
Q3 		$263K Sell
16,500
-4,500
-21% -$62.9K 0.07% 142
2019
Q2 		$248K Buy
+21,000
New +$243K 0.07% 134

Other funds holding KLAC

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LVW Advisors's KLAC Position: Q2 2026 in Review

LVW Advisors increased its KLA (KLAC) stake by 17% in Q2 2026, buying an estimated $135K and bringing the position to 4,722 shares worth $1.42M. The position accounts for 0.12% of the portfolio, ranked #103.

LVW Advisors first reported a position in KLAC in Q2 2019 and has held it in 14 quarters since. 1,126 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • LVW Advisors held 4,722 shares of KLA worth $1.42M as of Q2 2026.
  • LVW Advisors bought 682 KLA shares in Q2 2026, an estimated $135K.
  • KLA made up 0.12% of LVW Advisors's portfolio in Q2 2026, its #103 holding.
  • LVW Advisors first reported a position in KLA in Q2 2019 and has held it in 14 quarters since.
  • 1,126 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.