Quantum Financial Advisors’s KLA KLAC Stock Holding History

Quantum Financial 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	$1.32M	Sell	4,361 -69	-2%	-$13.7K	0.13%	74
2026 Q1	$653K	Buy	4,430 +90	+2%	+$13.2K	0.07%	91
2025 Q4	$528K	Buy	4,340 +10	+0.2%	+$1.17K	0.06%	107
2025 Q3	$467K	Hold	4,330	–	–	0.06%	100
2025 Q2	$388K	Hold	4,330	–	–	0.05%	106
2025 Q1	$294K	Hold	4,330	–	–	0.04%	123
2024 Q4	$273K	Hold	4,330	–	–	0.04%	135
2024 Q3	$335K	Sell	4,330 -50	-1%	-$3.92K	0.05%	116
2024 Q2	$361K	Hold	4,380	–	–	0.06%	99
2024 Q1	$306K	Sell	4,380 -10	-0.2%	-$642	0.06%	114
2023 Q4	$255K	Hold	4,390	–	–	0.06%	97
2023 Q3	$201K	Hold	4,390	–	–	0.06%	112
2023 Q2	$213K	Buy	+4,390	New	+$183K	0.06%	94

Other funds holding KLAC

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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

Quantum Financial Advisors's KLAC Position: Q2 2026 in Review

Quantum Financial Advisors reduced its KLA (KLAC) stake by 1.6% in Q2 2026, selling an estimated $13.7K and leaving 4,361 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #74.

Quantum Financial Advisors first reported a position in KLAC in Q2 2023 and has held it in 13 quarters since. 414 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Quantum Financial Advisors held 4,361 shares of KLA worth $1.32M as of Q2 2026.
Quantum Financial Advisors sold 69 KLA shares in Q2 2026, an estimated $13.7K.
KLA made up 0.13% of Quantum Financial Advisors's portfolio in Q2 2026, its #74 holding.
Quantum Financial Advisors first reported a position in KLA in Q2 2023 and has held it in 13 quarters since.
414 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.