Valeo Financial Advisors’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 | $1.85M | Buy |
6,157
+1,137
| +23% | +$226K | 0.04% | 196 |
|
|
2026
Q1 | $737K | Sell |
5,020
-8,160
| -62% | -$1.19M | 0.02% | 319 |
|
|
2025
Q4 | $1.6M | Buy |
13,180
+670
| +5% | +$78.6K | 0.04% | 204 |
|
|
2025
Q3 | $1.35M | Buy |
12,510
+270
| +2% | +$25.2K | 0.03% | 237 |
|
|
2025
Q2 | $1.1M | Buy |
12,240
+130
| +1% | +$9.78K | 0.03% | 281 |
|
|
2025
Q1 | $823K | Buy |
12,110
+1,700
| +16% | +$122K | 0.02% | 299 |
|
|
2024
Q4 | $656K | Buy |
10,410
+740
| +8% | +$50K | 0.02% | 350 |
|
|
2024
Q3 | $749K | Sell |
9,670
-650
| -6% | -$51K | 0.02% | 319 |
|
|
2024
Q2 | $851K | Buy |
10,320
+2,090
| +25% | +$154K | 0.03% | 273 |
|
|
2024
Q1 | $540K | Buy |
8,230
+660
| +9% | +$42.4K | 0.02% | 358 |
|
|
2023
Q4 | $440K | Buy |
7,570
+250
| +3% | +$13K | 0.02% | 397 |
|
|
2023
Q3 | $336K | Buy |
7,320
+350
| +5% | +$16.8K | 0.02% | 429 |
|
|
2023
Q2 | $338K | Buy |
6,970
+810
| +13% | +$33.8K | 0.02% | 405 |
|
|
2023
Q1 | $246K | Sell |
6,160
-160
| -3% | -$6.31K | 0.01% | 498 |
|
|
2022
Q4 | $238K | Buy |
+6,320
| New | +$220K | 0.01% | 442 |
|
|
2021
Q2 | – | Sell |
-690
| Closed | -$23K | – | 1200 |
|
|
2021
Q1 | $23K | Buy |
690
+360
| +109% | +$10.8K | ﹤0.01% | 1131 |
|
|
2020
Q4 | $8K | Hold |
330
| – | – | ﹤0.01% | 1252 |
|
|
2020
Q3 | $6K | Sell |
330
-320
| -49% | -$6.32K | ﹤0.01% | 1212 |
|
|
2020
Q2 | $13K | Sell |
650
-3,100
| -83% | -$53K | ﹤0.01% | 1196 |
|
|
2020
Q1 | $57K | Buy |
3,750
+140
| +4% | +$2.25K | 0.01% | 555 |
|
|
2019
Q4 | $64K | Buy |
3,610
+110
| +3% | +$1.84K | 0.01% | 560 |
|
|
2019
Q3 | $56K | Hold |
3,500
| – | – | 0.01% | 563 |
|
|
2019
Q2 | $41K | Buy |
3,500
+2,970
| +560% | +$34.3K | ﹤0.01% | 662 |
|
|
2019
Q1 | $6K | Sell |
530
-140
| -21% | -$1.51K | ﹤0.01% | 1101 |
|
|
2018
Q4 | $6K | Sell |
670
-150
| -18% | -$1.4K | ﹤0.01% | 1021 |
|
|
2018
Q3 | $7K | Buy |
820
+120
| +17% | +$1.31K | ﹤0.01% | 1082 |
|
|
2018
Q2 | $8K | Sell |
700
-320
| -31% | -$3.48K | ﹤0.01% | 1013 |
|
|
2018
Q1 | $11K | Sell |
1,020
-5,660
| -85% | -$63K | ﹤0.01% | 902 |
|
|
2017
Q4 | $70K | Buy |
6,680
+170
| +3% | +$1.79K | 0.01% | 412 |
|
|
2017
Q3 | $69K | Buy |
+6,510
| New | +$62.2K | 0.02% | 353 |
|
Other funds holding KLAC
Valeo Financial Advisors's KLAC Position: Q2 2026 in Review
Valeo Financial Advisors increased its KLA (KLAC) stake by 23% in Q2 2026, buying an estimated $226K and bringing the position to 6,157 shares worth $1.85M. The position accounts for 0.04% of the portfolio, ranked #196.
Valeo Financial Advisors first reported a position in KLAC in Q3 2017 and has held it in 30 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.
- Valeo Financial Advisors held 6,157 shares of KLA worth $1.85M as of Q2 2026.
- Valeo Financial Advisors bought 1,137 KLA shares in Q2 2026, an estimated $226K.
- KLA made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #196 holding.
- Valeo Financial Advisors first reported a position in KLA in Q3 2017 and has held it in 30 quarters since.
- 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.