Steward Partners Investment Advisory’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.4M | Sell |
80,946
-44,054
| -35% | -$8.75M | 0.12% | 160 |
|
|
2026
Q1 | $18.4M | Buy |
125,000
+16,490
| +15% | +$2.41M | 0.09% | 193 |
|
|
2025
Q4 | $13.2M | Sell |
108,510
-740
| -0.7% | -$86.8K | 0.07% | 242 |
|
|
2025
Q3 | $11.8M | Buy |
109,250
+49,000
| +81% | +$4.57M | 0.07% | 248 |
|
|
2025
Q2 | $5.4M | Sell |
60,250
-1,840
| -3% | -$138K | 0.04% | 408 |
|
|
2025
Q1 | $4.22M | Buy |
62,090
+110
| +0.2% | +$7.92K | 0.04% | 446 |
|
|
2024
Q4 | $3.91M | Buy |
61,980
+30,530
| +97% | +$2.06M | 0.03% | 444 |
|
|
2024
Q3 | $2.44M | Sell |
31,450
-263,180
| -89% | -$20.6M | 0.02% | 566 |
|
|
2024
Q2 | $24.3M | Buy |
294,630
+10,630
| +4% | +$785K | 0.26% | 81 |
|
|
2024
Q1 | $19.8M | Buy |
284,000
+280,030
| +7,054% | +$18M | 0.22% | 91 |
|
|
2023
Q4 | $231K | Sell |
3,970
-560
| -12% | -$29.1K | ﹤0.01% | 1319 |
|
|
2023
Q3 | $208K | Buy |
4,530
+50
| +1% | +$2.4K | ﹤0.01% | 1268 |
|
|
2023
Q2 | $217K | Buy |
4,480
+280
| +7% | +$11.7K | ﹤0.01% | 1247 |
|
|
2023
Q1 | $168K | Sell |
4,200
-4,950
| -54% | -$195K | ﹤0.01% | 1368 |
|
|
2022
Q4 | $345K | Buy |
9,150
+5,180
| +130% | +$181K | 0.01% | 1032 |
|
|
2022
Q3 | $120K | Sell |
3,970
-250
| -6% | -$8.66K | ﹤0.01% | 1423 |
|
|
2022
Q2 | $135K | Sell |
4,220
-340
| -7% | -$11.4K | ﹤0.01% | 1367 |
|
|
2022
Q1 | $167K | Sell |
4,560
-152,910
| -97% | -$5.72M | ﹤0.01% | 1369 |
|
|
2021
Q4 | $6.77M | Sell |
157,470
-70
| -0% | -$2.7K | 0.1% | 214 |
|
|
2021
Q3 | $5.27M | Buy |
157,540
+3,610
| +2% | +$121K | 0.09% | 246 |
|
|
2021
Q2 | $4.99M | Buy |
153,930
+146,660
| +2,017% | +$4.7M | 0.08% | 251 |
|
|
2021
Q1 | $240K | Buy |
7,270
+4,930
| +211% | +$149K | ﹤0.01% | 1213 |
|
|
2020
Q4 | $61K | Buy |
2,340
+1,600
| +216% | +$37.3K | ﹤0.01% | 1575 |
|
|
2020
Q3 | $14K | Buy |
740
+130
| +21% | +$2.57K | ﹤0.01% | 2012 |
|
|
2020
Q2 | $12K | Sell |
610
-130
| -18% | -$2.22K | ﹤0.01% | 1964 |
|
|
2020
Q1 | $10K | Sell |
740
-410
| -36% | -$6.6K | ﹤0.01% | 1862 |
|
|
2019
Q4 | $20K | Hold |
1,150
| – | – | ﹤0.01% | 1770 |
|
|
2019
Q3 | $18K | Buy |
1,150
+90
| +8% | +$1.26K | ﹤0.01% | 1761 |
|
|
2019
Q2 | $12K | Buy |
+1,060
| New | +$12.3K | ﹤0.01% | 1897 |
|
|
2018
Q4 | – | Sell |
-580
| Closed | -$6K | – | 1503 |
|
|
2018
Q3 | $6K | Sell |
580
-1,720
| -75% | -$18.8K | ﹤0.01% | 2066 |
|
|
2018
Q2 | $24K | Buy |
2,300
+280
| +14% | +$3.04K | ﹤0.01% | 1393 |
|
|
2018
Q1 | $22K | Buy |
2,020
+1,830
| +963% | +$20.4K | ﹤0.01% | 1293 |
|
|
2017
Q4 | $1K | Hold |
190
| – | – | ﹤0.01% | 1789 |
|
|
2017
Q3 | $2K | Sell |
190
-70
| -27% | -$668 | ﹤0.01% | 1501 |
|
|
2017
Q2 | $2K | Sell |
260
-190
| -42% | -$1.9K | ﹤0.01% | 1424 |
|
|
2017
Q1 | $4K | Sell |
450
-210
| -32% | -$1.85K | ﹤0.01% | 1178 |
|
|
2016
Q4 | $5K | Buy |
+660
| New | +$5.04K | ﹤0.01% | 661 |
|
Other funds holding KLAC
Steward Partners Investment Advisory's KLAC Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its KLA (KLAC) stake by 35% in Q2 2026, selling an estimated $8.75M and leaving 80,946 shares worth $24.4M. The position accounts for 0.12% of the portfolio, ranked #160.
Steward Partners Investment Advisory first reported a position in KLAC in Q4 2016 and has held it in 37 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.
- Steward Partners Investment Advisory held 80,946 shares of KLA worth $24.4M as of Q2 2026.
- Steward Partners Investment Advisory sold 44,054 KLA shares in Q2 2026, an estimated $8.75M.
- KLA made up 0.12% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #160 holding.
- Steward Partners Investment Advisory first reported a position in KLA in Q4 2016 and has held it in 37 quarters since.
- 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.