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Operose Advisors’s KLA KLAC Stock Holding History

Operose 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 		– Sell
-300
Closed -$44.2K – 608
2026
Q1 		$44.2K Buy
+300
New +$43.9K 0.01% 301
2025
Q1 		– Sell
-50
Closed -$3.15K – 432
2024
Q4 		$3.15K Sell
50
-510
-91% -$34.5K ﹤0.01% 380
2024
Q3 		$43.4K Hold
560
– – 0.01% 284
2024
Q2 		$46.2K Hold
560
– – 0.02% 245
2024
Q1 		$39.1K Hold
560
– – 0.01% 275
2023
Q4 		$32.6K Hold
560
– – 0.01% 278
2023
Q3 		$25.7K Buy
+560
New +$26.9K 0.01% 431

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Operose Advisors's KLAC Position: Q2 2026 in Review

Operose Advisors sold out of KLA (KLAC) in Q2 2026, closing a stake of 300 shares — an estimated $44.2K sold.

Operose Advisors first reported a position in KLAC in Q3 2023 and held it in 7 quarters. The position peaked at $46.2K in Q2 2024. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Operose Advisors reported no remaining KLA position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 300 KLA shares in Q2 2026, an estimated $44.2K.
  • Operose Advisors first reported a position in KLA in Q3 2023 and held it in 7 quarters.
  • Operose Advisors's KLA position peaked at $46.2K in Q2 2024.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.