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Shelton Wealth Management’s KLA KLAC Stock Holding History

Shelton 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 		$958K Sell
3,175
-1,505
-32% -$299K 0.38% 85
2026
Q1 		$689K Sell
4,680
-770
-14% -$113K 0.3% 91
2025
Q4 		$663K Hold
5,450
– – 0.28% 88
2025
Q3 		$588K Sell
5,450
-180
-3% -$16.8K 0.27% 87
2025
Q2 		$504K Buy
5,630
+80
+1% +$6.02K 0.24% 92
2025
Q1 		$377K Buy
5,550
+10
+0.2% +$720 0.21% 102
2024
Q4 		$349K Buy
5,540
+60
+1% +$4.05K 0.18% 104
2024
Q3 		$424K Buy
5,480
+290
+6% +$22.8K 0.23% 100
2024
Q2 		$428K Sell
5,190
-410
-7% -$30.3K 0.24% 101
2024
Q1 		$391K Sell
5,600
-610
-10% -$39.2K 0.25% 90
2023
Q4 		$361K Sell
6,210
-140
-2% -$7.29K 0.26% 76
2023
Q3 		$292K Sell
6,350
-440
-6% -$21.1K 0.23% 46
2023
Q2 		$329K Sell
6,790
-110
-2% -$4.6K 0.26% 46
2023
Q1 		$276K Sell
6,900
-2,590
-27% -$102K 0.22% 49
2022
Q4 		$358K Buy
9,490
+2,360
+33% +$82.2K 0.28% 47
2022
Q3 		$216K Buy
7,130
+10
+0.1% +$346 0.19% 56
2022
Q2 		$227K Buy
+7,120
New +$239K 0.19% 59

Other funds holding KLAC

Swedbank
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
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
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
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

Shelton Wealth Management's KLAC Position: Q2 2026 in Review

Shelton Wealth Management reduced its KLA (KLAC) stake by 32% in Q2 2026, selling an estimated $299K and leaving 3,175 shares worth $958K. The position accounts for 0.38% of the portfolio, ranked #85.

Shelton Wealth Management first reported a position in KLAC in Q2 2022 and has held it in 17 quarters since. 476 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Shelton Wealth Management held 3,175 shares of KLA worth $958K as of Q2 2026.
  • Shelton Wealth Management sold 1,505 KLA shares in Q2 2026, an estimated $299K.
  • KLA made up 0.38% of Shelton Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Shelton Wealth Management first reported a position in KLA in Q2 2022 and has held it in 17 quarters since.
  • 476 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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