MFA Wealth Advisors’s KLA KLAC Stock Holding History

MFA Wealth 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	$1.85M	Sell	6,142 -508	-8%	-$101K	0.32%	43
2026 Q1	$979K	Buy	6,650 +90	+1%	+$13.2K	0.19%	47
2025 Q4	$797K	Sell	6,560 -1,130	-15%	-$133K	0.17%	53
2025 Q3	$829K	Sell	7,690 -1,230	-14%	-$115K	0.18%	55
2025 Q2	$799K	Sell	8,920 -200	-2%	-$15K	0.19%	57
2025 Q1	$620K	Buy	9,120 +4,190	+85%	+$302K	0.15%	55
2024 Q4	$311K	Buy	4,930 +2,450	+99%	+$166K	0.08%	64
2024 Q3	$192K	Sell	2,480 -49,390	-95%	-$3.88M	0.04%	96
2024 Q2	$4.28M	Sell	51,870 -11,730	-18%	-$867K	0.93%	29
2024 Q1	$4.44M	Buy	63,600 +2,600	+4%	+$167K	1.17%	24
2023 Q4	$3.55M	Buy	61,000 +9,220	+18%	+$480K	1%	25
2023 Q3	$2.37M	Buy	51,780 +37,150	+254%	+$1.78M	0.74%	27
2023 Q2	$710K	Sell	14,630 -90,600	-86%	-$3.79M	0.22%	45
2023 Q1	$4.2M	Buy	105,230 +16,630	+19%	+$655K	1.38%	20
2022 Q4	$3.34M	Buy	88,600 +3,840	+5%	+$134K	1.21%	22
2022 Q3	$2.56M	Buy	84,760 +16,020	+23%	+$555K	0.95%	24
2022 Q2	$2.19M	Buy	+68,740	New	+$2.31M	0.8%	24

Other funds holding KLAC

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

MFA Wealth Advisors's KLAC Position: Q2 2026 in Review

MFA Wealth Advisors reduced its KLA (KLAC) stake by 7.6% in Q2 2026, selling an estimated $101K and leaving 6,142 shares worth $1.85M. The position accounts for 0.32% of the portfolio, ranked #43.

MFA Wealth Advisors first reported a position in KLAC in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.44M in Q1 2024. 1,061 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

MFA Wealth Advisors held 6,142 shares of KLA worth $1.85M as of Q2 2026.
MFA Wealth Advisors sold 508 KLA shares in Q2 2026, an estimated $101K.
KLA made up 0.32% of MFA Wealth Advisors's portfolio in Q2 2026, its #43 holding.
MFA Wealth Advisors first reported a position in KLA in Q2 2022 and has held it in 17 quarters since.
MFA Wealth Advisors's KLA position peaked at $4.44M in Q1 2024.
1,061 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.