Ritter Daniher Financial Advisory’s KLA KLAC Stock Holding History

Ritter Daniher Financial Advisory’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	$114K	Sell	379 -101	-21%	-$20.1K	0.02%	214
2026 Q1	$70.5K	Hold	480	–	–	0.01%	244
2025 Q4	$58.1K	Buy	+480	New	+$56.3K	0.01%	260
2024 Q1	–	Sell	-1,100	Closed	-$63.9K	–	323
2023 Q4	$63.9K	Sell	1,100 -900	-45%	-$46.8K	0.02%	133
2023 Q3	$91.7K	Buy	+2,000	New	+$95.9K	0.04%	110

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ritter Daniher Financial Advisory's KLAC Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its KLA (KLAC) stake by 21% in Q2 2026, selling an estimated $20.1K and leaving 379 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #214.

Ritter Daniher Financial Advisory first reported a position in KLAC in Q3 2023 and has held it in 5 quarters since. 2,471 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Ritter Daniher Financial Advisory held 379 shares of KLA worth $114K as of Q2 2026.
Ritter Daniher Financial Advisory sold 101 KLA shares in Q2 2026, an estimated $20.1K.
KLA made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #214 holding.
Ritter Daniher Financial Advisory first reported a position in KLA in Q3 2023 and has held it in 5 quarters since.
2,471 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.