Robertson Stephens Wealth Management’s KLA KLAC Stock Holding History

Robertson Stephens Wealth Management’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	4,390 -110	-2%	-$21.8K	0.03%	270
2026 Q1	$663K	Sell	4,500 -3,460	-43%	-$506K	0.02%	373
2025 Q4	$968K	Buy	+7,960	New	+$934K	0.03%	314
2023 Q4	–	Sell	-14,030	Closed	-$644K	–	464
2023 Q3	$644K	Buy	+14,030	New	+$673K	0.04%	261

Other funds holding KLAC

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Robertson Stephens Wealth Management's KLAC Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its KLA (KLAC) stake by 2.4% in Q2 2026, selling an estimated $21.8K and leaving 4,390 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #270.

Robertson Stephens Wealth Management first reported a position in KLAC in Q3 2023 and has held it in 4 quarters since. 1,386 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Robertson Stephens Wealth Management held 4,390 shares of KLA worth $1.32M as of Q2 2026.
Robertson Stephens Wealth Management sold 110 KLA shares in Q2 2026, an estimated $21.8K.
KLA made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #270 holding.
Robertson Stephens Wealth Management first reported a position in KLA in Q3 2023 and has held it in 4 quarters since.
1,386 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.