OneDigital Investment Advisors’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.92M Sell
26,252
-608
-2% -$121K 0.07% 229
2026
Q1
$3.95M Sell
26,860
-1,130
-4% -$165K 0.04% 314
2025
Q4
$3.4M Sell
27,990
-740
-3% -$86.8K 0.03% 343
2025
Q3
$3.1M Sell
28,730
-90
-0.3% -$8.4K 0.03% 331
2025
Q2
$2.58M Sell
28,820
-60
-0.2% -$4.51K 0.03% 366
2025
Q1
$1.96M Sell
28,880
-3,760
-12% -$271K 0.02% 411
2024
Q4
$2.06M Sell
32,640
-2,350
-7% -$159K 0.02% 412
2024
Q3
$2.71M Buy
34,990
+1,300
+4% +$102K 0.03% 367
2024
Q2
$2.78M Buy
33,690
+9,470
+39% +$700K 0.03% 345
2024
Q1
$1.69M Buy
24,220
+1,390
+6% +$89.3K 0.03% 381
2023
Q4
$1.33M Buy
22,830
+1,490
+7% +$77.6K 0.02% 398
2023
Q3
$979K Buy
21,340
+2,880
+16% +$138K 0.02% 428
2023
Q2
$895K Sell
18,460
-180
-1% -$7.52K 0.02% 439
2023
Q1
$744K Buy
18,640
+750
+4% +$29.6K 0.02% 480
2022
Q4
$675K Buy
+17,890
New +$623K 0.02% 446
2019
Q3
Sell
-3,280
Closed -$39K 875
2019
Q2
$39K Hold
3,280
﹤0.01% 623
2019
Q1
$39K Hold
3,280
0.01% 539
2018
Q4
$29K Buy
+3,280
New +$30.5K ﹤0.01% 585

Other funds holding KLAC

OneDigital Investment Advisors's KLAC Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its KLA (KLAC) stake by 2.3% in Q2 2026, selling an estimated $121K and leaving 26,252 shares worth $7.92M. The position accounts for 0.07% of the portfolio, ranked #229.

OneDigital Investment Advisors first reported a position in KLAC in Q4 2018 and has held it in 18 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • OneDigital Investment Advisors held 26,252 shares of KLA worth $7.92M as of Q2 2026.
  • OneDigital Investment Advisors sold 608 KLA shares in Q2 2026, an estimated $121K.
  • KLA made up 0.07% of OneDigital Investment Advisors's portfolio in Q2 2026, its #229 holding.
  • OneDigital Investment Advisors first reported a position in KLA in Q4 2018 and has held it in 18 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.