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Sowell Financial Services’s KLA KLAC Stock Holding History

Sowell Financial Services’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 		$7.02M Sell
23,257
-4,323
-16% -$858K 0.23% 95
2026
Q1 		$4.06M Sell
27,580
-13,270
-32% -$1.94M 0.15% 146
2025
Q4 		$4.96M Buy
40,850
+11,020
+37% +$1.29M 0.18% 118
2025
Q3 		$3.22M Buy
29,830
+2,590
+10% +$242K 0.12% 175
2025
Q2 		$2.44M Buy
27,240
+310
+1% +$23.3K 0.1% 208
2025
Q1 		$1.83M Buy
+26,930
New +$1.94M 0.08% 256
2023
Q2 		– Sell
-7,710
Closed -$308K – 701
2023
Q1 		$308K Buy
+7,710
New +$304K 0.02% 549
2021
Q2 		– Sell
-22,420
Closed -$708K – 1697
2021
Q1 		$708K Sell
22,420
-5,180
-19% -$156K 0.02% 519
2020
Q4 		$715K Sell
27,600
-25,650
-48% -$598K 0.03% 417
2020
Q3 		$1.03M Sell
53,250
-6,700
-11% -$132K 0.05% 292
2020
Q2 		$1.17M Buy
59,950
+4,960
+9% +$84.8K 0.06% 241
2020
Q1 		$790K Sell
54,990
-4,860
-8% -$78.3K 0.06% 290
2019
Q4 		$1.07M Buy
59,850
+55,680
+1,335% +$934K 0.08% 250
2019
Q3 		$66K Buy
+4,170
New +$58.3K 0.01% 925
2018
Q2 		– Sell
-53,290
Closed -$544K – 301
2018
Q1 		$544K Buy
53,290
+2,350
+5% +$26.1K 0.14% 144
2017
Q4 		$584K Hold
50,940
– – 0.14% 139
2017
Q3 		$536K Buy
50,940
+250
+0.5% +$2.39K 0.14% 137
2017
Q2 		$460K Hold
50,690
– – 0.13% 143
2017
Q1 		$524K Buy
50,690
+1,000
+2% +$8.81K 0.15% 141
2016
Q4 		$432K Buy
+49,690
New +$380K 0.14% 127

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

Sowell Financial Services's KLAC Position: Q2 2026 in Review

Sowell Financial Services reduced its KLA (KLAC) stake by 16% in Q2 2026, selling an estimated $858K and leaving 23,257 shares worth $7.02M. The position accounts for 0.23% of the portfolio, ranked #95.

Sowell Financial Services first reported a position in KLAC in Q4 2016 and has held it in 20 quarters since. 2,478 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Sowell Financial Services held 23,257 shares of KLA worth $7.02M as of Q2 2026.
  • Sowell Financial Services sold 4,323 KLA shares in Q2 2026, an estimated $858K.
  • KLA made up 0.23% of Sowell Financial Services's portfolio in Q2 2026, its #95 holding.
  • Sowell Financial Services first reported a position in KLA in Q4 2016 and has held it in 20 quarters since.
  • 2,478 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.