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SOA Wealth Advisors’s KLA KLAC Stock Holding History

SOA 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 		$353K Sell
1,171
-259
-18% -$51.4K 0.06% 157
2026
Q1 		$211K Sell
1,430
-130
-8% -$19K 0.04% 191
2025
Q4 		$190K Hold
1,560
– – 0.03% 207
2025
Q3 		$168K Buy
1,560
+840
+117% +$78.4K 0.03% 222
2025
Q2 		$64.5K Buy
720
+710
+7,100% +$53.4K 0.01% 326
2025
Q1 		$706 Hold
10
– – ﹤0.01% 766
2024
Q4 		$653 Hold
10
– – ﹤0.01% 763
2024
Q3 		$800 Hold
10
– – ﹤0.01% 725
2024
Q2 		$851 Hold
10
– – ﹤0.01% 735
2024
Q1 		$719 Hold
10
– – ﹤0.01% 789
2023
Q4 		$597 Hold
10
– – ﹤0.01% 792
2023
Q3 		$470 Hold
10
– – ﹤0.01% 826
2023
Q2 		$496 Hold
10
– – ﹤0.01% 834
2023
Q1 		$407 Hold
10
– – ﹤0.01% 859
2022
Q4 		$383 Sell
10
-20
-67% -$697 ﹤0.01% 863
2022
Q3 		$0 Hold
30
– – ﹤0.01% 906
2022
Q2 		$0 Sell
30
-60
-67% -$2.02K ﹤0.01% 922
2022
Q1 		$3K Hold
90
– – ﹤0.01% 752
2021
Q4 		$3K Hold
90
– – ﹤0.01% 728
2021
Q3 		$3K Hold
90
– – ﹤0.01% 748
2021
Q2 		$2K Buy
90
+70
+350% +$2.24K ﹤0.01% 774
2021
Q1 		$0 Buy
20
+10
+100% +$301 ﹤0.01% 871
2020
Q4 		$0 Buy
+10
New +$233 ﹤0.01% 841

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

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

SOA Wealth Advisors reduced its KLA (KLAC) stake by 18% in Q2 2026, selling an estimated $51.4K and leaving 1,171 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #157.

SOA Wealth Advisors first reported a position in KLAC in Q4 2020 and has held it in 23 quarters since. 541 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • SOA Wealth Advisors held 1,171 shares of KLA worth $353K as of Q2 2026.
  • SOA Wealth Advisors sold 259 KLA shares in Q2 2026, an estimated $51.4K.
  • KLA made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • SOA Wealth Advisors first reported a position in KLA in Q4 2020 and has held it in 23 quarters since.
  • 541 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.