Optivise Advisory Services’s KLA KLAC Stock Holding History

Optivise Advisory Services’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	$252K	Buy	+837	New	+$166K	0.13%	178

Other funds holding KLAC

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Optivise Advisory Services's KLAC Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in KLA (KLAC) in Q2 2026: 837 shares worth $252K. The stake represents 0.13% of the portfolio and ranks #178 among its holdings.

820 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Optivise Advisory Services held 837 shares of KLA worth $252K as of Q2 2026.
KLA was a new Optivise Advisory Services position in Q2 2026.
KLA made up 0.13% of Optivise Advisory Services's portfolio in Q2 2026, its #178 holding.
820 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.