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Motive Wealth Advisors’s KLA KLAC Stock Holding History

Motive 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 		$589K Buy
1,953
+83
+4% +$16.5K 0.24% 47
2026
Q1 		$275K Sell
1,870
-20
-1% -$2.93K 0.13% 70
2025
Q4 		$230K Sell
1,890
-50
-3% -$5.87K 0.1% 84
2025
Q3 		$209K Buy
+1,940
New +$181K 0.09% 85

Other funds holding KLAC

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Motive Wealth Advisors increased its KLA (KLAC) stake by 4.4% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,953 shares worth $589K. The position accounts for 0.24% of the portfolio, ranked #47.

Motive Wealth Advisors first reported a position in KLAC in Q3 2025 and has held it in 4 quarters since. 541 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Motive Wealth Advisors held 1,953 shares of KLA worth $589K as of Q2 2026.
  • Motive Wealth Advisors bought 83 KLA shares in Q2 2026, an estimated $16.5K.
  • KLA made up 0.24% of Motive Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Motive Wealth Advisors first reported a position in KLA in Q3 2025 and has held it in 4 quarters since.
  • 541 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.