NWAG
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Net Worth Advisory Group’s KLA KLAC Stock Holding History

Net Worth Advisory Group’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 		$2M Sell
6,626
-1,424
-18% -$283K 0.5% 40
2026
Q1 		$1.18M Sell
8,050
-180
-2% -$26.3K 0.25% 77
2025
Q4 		$1,000K Sell
8,230
-4,800
-37% -$563K 0.2% 86
2025
Q3 		$1.41M Buy
13,030
+2,260
+21% +$211K 0.41% 49
2025
Q2 		$964K Buy
10,770
+1,380
+15% +$104K 0.21% 90
2025
Q1 		$638K Sell
9,390
-20
-0.2% -$1.44K 0.2% 110
2024
Q4 		$593K Buy
9,410
+10
+0.1% +$676 0.18% 141
2024
Q3 		$728K Buy
+9,400
New +$738K 0.22% 109

Other funds holding KLAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Net Worth Advisory Group's KLAC Position: Q2 2026 in Review

Net Worth Advisory Group reduced its KLA (KLAC) stake by 18% in Q2 2026, selling an estimated $283K and leaving 6,626 shares worth $2M. The position accounts for 0.5% of the portfolio, ranked #40.

Net Worth Advisory Group first reported a position in KLAC in Q3 2024 and has held it in 8 quarters since. 471 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Net Worth Advisory Group held 6,626 shares of KLA worth $2M as of Q2 2026.
  • Net Worth Advisory Group sold 1,424 KLA shares in Q2 2026, an estimated $283K.
  • KLA made up 0.5% of Net Worth Advisory Group's portfolio in Q2 2026, its #40 holding.
  • Net Worth Advisory Group first reported a position in KLA in Q3 2024 and has held it in 8 quarters since.
  • 471 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.