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Unique Wealth Strategies’s KLA KLAC Stock Holding History

Unique Wealth Strategies’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 		$944K Sell
3,130
-650
-17% -$129K 0.34% 70
2026
Q1 		$557K Sell
3,780
-990
-21% -$145K 0.23% 132
2025
Q4 		$579K Sell
4,770
-1,950
-29% -$229K 0.23% 144
2025
Q3 		$724K Sell
6,720
-1,070
-14% -$99.8K 0.28% 90
2025
Q2 		$698K Sell
7,790
-440
-5% -$33.1K 0.29% 79
2025
Q1 		$560K Buy
+8,230
New +$593K 0.25% 103
2024
Q3 		– Sell
-6,730
Closed -$470K – 456
2024
Q2 		$470K Hold
6,730
– – 0.22% 133
2024
Q1 		$470K Buy
+6,730
New +$432K 0.23% 133

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
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Unique Wealth Strategies's KLAC Position: Q2 2026 in Review

Unique Wealth Strategies reduced its KLA (KLAC) stake by 17% in Q2 2026, selling an estimated $129K and leaving 3,130 shares worth $944K. The position accounts for 0.34% of the portfolio, ranked #70.

Unique Wealth Strategies first reported a position in KLAC in Q1 2024 and has held it in 8 quarters since. 414 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Unique Wealth Strategies held 3,130 shares of KLA worth $944K as of Q2 2026.
  • Unique Wealth Strategies sold 650 KLA shares in Q2 2026, an estimated $129K.
  • KLA made up 0.34% of Unique Wealth Strategies's portfolio in Q2 2026, its #70 holding.
  • Unique Wealth Strategies first reported a position in KLA in Q1 2024 and has held it in 8 quarters since.
  • 414 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.