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Physician Wealth Advisors’s KLA KLAC Stock Holding History

Physician 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 		$157K Buy
522
+22
+4% +$4.37K 0.02% 248
2026
Q1 		$73.6K Buy
500
+50
+11% +$7.32K 0.01% 327
2025
Q4 		$54.7K Buy
450
+100
+29% +$11.7K 0.01% 372
2025
Q3 		$37.8K Buy
350
+290
+483% +$27.1K 0.01% 426
2025
Q2 		$5.38K Buy
60
+40
+200% +$3.01K ﹤0.01% 776
2025
Q1 		$1.36K Buy
20
+10
+100% +$720 ﹤0.01% 947
2024
Q4 		$631 Buy
+10
New +$676 ﹤0.01% 1079

Other funds holding KLAC

UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

Physician Wealth Advisors increased its KLA (KLAC) stake by 4.4% in Q2 2026, buying an estimated $4.37K and bringing the position to 522 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #248.

Physician Wealth Advisors first reported a position in KLAC in Q4 2024 and has held it in 7 quarters since. 1,139 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Physician Wealth Advisors held 522 shares of KLA worth $157K as of Q2 2026.
  • Physician Wealth Advisors bought 22 KLA shares in Q2 2026, an estimated $4.37K.
  • KLA made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #248 holding.
  • Physician Wealth Advisors first reported a position in KLA in Q4 2024 and has held it in 7 quarters since.
  • 1,139 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.