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Portside Wealth Group’s KLA KLAC Stock Holding History

Portside Wealth 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 		$2.45M Buy
8,120
+1,430
+21% +$284K 0.29% 81
2026
Q1 		$985K Buy
6,690
+1,190
+22% +$174K 0.13% 169
2025
Q4 		$668K Buy
5,500
+750
+16% +$88K 0.09% 206
2025
Q3 		$512K Buy
4,750
+810
+21% +$75.6K 0.07% 248
2025
Q2 		$353K Buy
3,940
+520
+15% +$39.1K 0.05% 307
2025
Q1 		$232K Buy
+3,420
New +$246K 0.04% 385

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
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Portside Wealth Group's KLAC Position: Q2 2026 in Review

Portside Wealth Group increased its KLA (KLAC) stake by 21% in Q2 2026, buying an estimated $284K and bringing the position to 8,120 shares worth $2.45M. The position accounts for 0.29% of the portfolio, ranked #81.

Portside Wealth Group first reported a position in KLAC in Q1 2025 and has held it in 6 quarters since. 414 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Portside Wealth Group held 8,120 shares of KLA worth $2.45M as of Q2 2026.
  • Portside Wealth Group bought 1,430 KLA shares in Q2 2026, an estimated $284K.
  • KLA made up 0.29% of Portside Wealth Group's portfolio in Q2 2026, its #81 holding.
  • Portside Wealth Group first reported a position in KLA in Q1 2025 and has held it in 6 quarters since.
  • 414 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.