San Luis Wealth Advisors’s KLA KLAC Stock Holding History

San Luis 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	$2.82M	Sell	9,347 -703	-7%	-$140K	0.42%	53
2026 Q1	$1.48M	Sell	10,050 -650	-6%	-$95.1K	0.24%	64
2025 Q4	$1.3M	Sell	10,700 -570	-5%	-$66.9K	0.22%	66
2025 Q3	$1.22M	Buy	11,270 +6,720	+148%	+$627K	0.22%	66
2025 Q2	$408K	Hold	4,550	–	–	0.09%	110
2025 Q1	$309K	Buy	4,550 +10	+0.2%	+$720	0.07%	113
2024 Q4	$286K	Buy	4,540 +10	+0.2%	+$676	0.05%	122
2024 Q3	$351K	Buy	+4,530	New	+$355K	0.07%	107

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

San Luis Wealth Advisors's KLAC Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its KLA (KLAC) stake by 7% in Q2 2026, selling an estimated $140K and leaving 9,347 shares worth $2.82M. The position accounts for 0.42% of the portfolio, ranked #53.

San Luis Wealth Advisors first reported a position in KLAC in Q3 2024 and has held it in 8 quarters since. 414 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

San Luis Wealth Advisors held 9,347 shares of KLA worth $2.82M as of Q2 2026.
San Luis Wealth Advisors sold 703 KLA shares in Q2 2026, an estimated $140K.
KLA made up 0.42% of San Luis Wealth Advisors's portfolio in Q2 2026, its #53 holding.
San Luis Wealth Advisors first reported a position in KLA in Q3 2024 and has held it in 8 quarters since.
414 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.