VA
KLAC icon

Valmark Advisers’s KLA KLAC Stock Holding History

Valmark Advisers’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 		$2.77M Buy
9,189
+259
+3% +$51.4K 0.03% 223
2026
Q1 		$1.31M Buy
8,930
+720
+9% +$105K 0.02% 309
2025
Q4 		$998K Sell
8,210
-60
-0.7% -$7.04K 0.01% 342
2025
Q3 		$892K Buy
8,270
+100
+1% +$9.33K 0.01% 350
2025
Q2 		$732K Sell
8,170
-600
-7% -$45.1K 0.01% 385
2025
Q1 		$596K Buy
8,770
+320
+4% +$23.1K 0.01% 393
2024
Q4 		$532K Buy
8,450
+1,230
+17% +$83.1K 0.01% 404
2024
Q3 		$559K Buy
7,220
+140
+2% +$11K 0.01% 395
2024
Q2 		$584K Buy
7,080
+640
+10% +$47.3K 0.01% 369
2024
Q1 		$450K Buy
6,440
+10
+0.2% +$642 0.01% 393
2023
Q4 		$374K Buy
6,430
+1,310
+26% +$68.2K 0.01% 393
2023
Q3 		$235K Buy
5,120
+130
+3% +$6.24K ﹤0.01% 437
2023
Q2 		$242K Sell
4,990
-150
-3% -$6.27K ﹤0.01% 437
2023
Q1 		$205K Buy
+5,140
New +$203K ﹤0.01% 459
2022
Q4 		– Sell
-8,620
Closed -$261K – 456
2022
Q3 		$261K Sell
8,620
-80
-0.9% -$2.77K 0.01% 367
2022
Q2 		$278K Sell
8,700
-940
-10% -$31.6K 0.01% 358
2022
Q1 		$353K Buy
9,640
+3,040
+46% +$114K 0.01% 345
2021
Q4 		$284K Buy
+6,600
New +$255K ﹤0.01% 360

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

Valmark Advisers's KLAC Position: Q2 2026 in Review

Valmark Advisers increased its KLA (KLAC) stake by 2.9% in Q2 2026, buying an estimated $51.4K and bringing the position to 9,189 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #223.

Valmark Advisers first reported a position in KLAC in Q4 2021 and has held it in 18 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Valmark Advisers held 9,189 shares of KLA worth $2.77M as of Q2 2026.
  • Valmark Advisers bought 259 KLA shares in Q2 2026, an estimated $51.4K.
  • KLA made up 0.03% of Valmark Advisers's portfolio in Q2 2026, its #223 holding.
  • Valmark Advisers first reported a position in KLA in Q4 2021 and has held it in 18 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.