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Morton Brown Family Wealth’s KLA KLAC Stock Holding History

Morton Brown Family Wealth’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 		$6.03K Buy
+20
New +$3.97K ﹤0.01% 223
2022
Q1 		– Sell
-50
Closed -$2K – 179
2021
Q4 		$2K Buy
+50
New +$1.93K ﹤0.01% 169

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
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

Morton Brown Family Wealth's KLAC Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in KLA (KLAC) in Q2 2026: 20 shares worth $6.03K. The stake represents ﹤0.01% of the portfolio and ranks #223 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in KLAC as recently as Q4 2021.

Morton Brown Family Wealth first reported a position in KLAC in Q4 2021 and has held it in 2 quarters since. 771 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Morton Brown Family Wealth held 20 shares of KLA worth $6.03K as of Q2 2026.
  • KLA was a new Morton Brown Family Wealth position in Q2 2026.
  • KLA made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #223 holding.
  • Morton Brown Family Wealth first reported a position in KLA in Q4 2021 and has held it in 2 quarters since.
  • 771 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.