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Sequoia Financial Advisors’s KLA KLAC Stock Holding History

Sequoia 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 		$16.4M Buy
54,263
+2,203
+4% +$437K 0.08% 155
2026
Q1 		$7.67M Buy
52,060
+6,510
+14% +$952K 0.04% 246
2025
Q4 		$5.53M Buy
45,550
+12,210
+37% +$1.43M 0.03% 307
2025
Q3 		$3.6M Buy
33,340
+2,780
+9% +$259K 0.02% 373
2025
Q2 		$2.74M Buy
30,560
+1,280
+4% +$96.3K 0.02% 401
2025
Q1 		$1.99M Buy
29,280
+2,670
+10% +$192K 0.02% 439
2024
Q4 		$1.68M Buy
26,610
+6,030
+29% +$408K 0.02% 453
2024
Q3 		$1.59M Buy
20,580
+3,070
+18% +$241K 0.02% 426
2024
Q2 		$1.44M Buy
17,510
+10
+0.1% +$739 0.02% 404
2024
Q1 		$1.22M Sell
17,500
-10,590
-38% -$680K 0.02% 432
2023
Q4 		$1.63M Buy
28,090
+11,030
+65% +$574K 0.02% 406
2023
Q3 		$782K Buy
17,060
+1,110
+7% +$53.2K 0.01% 396
2023
Q2 		$774K Buy
15,950
+3,290
+26% +$137K 0.01% 401
2023
Q1 		$505K Buy
12,660
+30
+0.2% +$1.18K 0.01% 456
2022
Q4 		$476K Buy
12,630
+2,390
+23% +$83.3K 0.01% 444
2022
Q3 		$310K Sell
10,240
-1,250
-11% -$43.3K 0.01% 379
2022
Q2 		$367K Buy
11,490
+2,250
+24% +$75.7K 0.01% 394
2022
Q1 		$338K Buy
9,240
+2,290
+33% +$85.6K 0.01% 464
2021
Q4 		$299K Buy
+6,950
New +$268K 0.01% 443
2020
Q1 		– Sell
-49,750
Closed -$886K – 387
2019
Q4 		$886K Sell
49,750
-1,070
-2% -$17.9K 0.06% 153
2019
Q3 		$810K Buy
50,820
+9,860
+24% +$138K 0.06% 141
2019
Q2 		$484K Sell
40,960
-5,970
-13% -$69K 0.04% 195
2019
Q1 		$560K Buy
+46,930
New +$505K 0.05% 168

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Sequoia Financial Advisors increased its KLA (KLAC) stake by 4.2% in Q2 2026, buying an estimated $437K and bringing the position to 54,263 shares worth $16.4M. The position accounts for 0.08% of the portfolio, ranked #155.

Sequoia Financial Advisors first reported a position in KLAC in Q1 2019 and has held it in 23 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Sequoia Financial Advisors held 54,263 shares of KLA worth $16.4M as of Q2 2026.
  • Sequoia Financial Advisors bought 2,203 KLA shares in Q2 2026, an estimated $437K.
  • KLA made up 0.08% of Sequoia Financial Advisors's portfolio in Q2 2026, its #155 holding.
  • Sequoia Financial Advisors first reported a position in KLA in Q1 2019 and has held it in 23 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.