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Sax Wealth Advisors’s KLA KLAC Stock Holding History

Sax 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 		$313K Buy
+213
New +$42.3K 0.01% 439

Other funds holding KLAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Sax Wealth Advisors's KLAC Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in KLA (KLAC) in Q2 2026: 213 shares worth $313K. The stake represents 0.01% of the portfolio and ranks #439 among its holdings.

551 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Sax Wealth Advisors held 213 shares of KLA worth $313K as of Q2 2026.
  • KLA was a new Sax Wealth Advisors position in Q2 2026.
  • KLA made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #439 holding.
  • 551 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.