Valued Wealth Advisors’s KLA KLAC Stock Holding History

Valued Wealth Advisors’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	$118K	Buy	392 +112	+40%	+$22.2K	0.04%	68
2026 Q1	$41.3K	Buy	280 +60	+27%	+$8.78K	0.02%	112
2025 Q4	$26.8K	Buy	220 +30	+16%	+$3.52K	0.01%	135
2025 Q3	$20.5K	Hold	190	–	–	0.01%	148
2025 Q2	$17.1K	Sell	190 -10	-5%	-$752	0.01%	161
2025 Q1	$13.6K	Buy	200 +10	+5%	+$720	0.01%	189
2024 Q4	$12K	Hold	190	–	–	0.01%	207
2024 Q3	$14.7K	Buy	190 +10	+6%	+$785	0.01%	180
2024 Q2	$14.8K	Buy	180 +30	+20%	+$2.22K	0.01%	157
2024 Q1	$10.5K	Buy	150 +60	+67%	+$3.85K	0.01%	178
2023 Q4	$4.13K	Buy	+90	New	+$4.68K	﹤0.01%	215

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Valued Wealth Advisors's KLAC Position: Q2 2026 in Review

Valued Wealth Advisors increased its KLA (KLAC) stake by 40% in Q2 2026, buying an estimated $22.2K and bringing the position to 392 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #68.

Valued Wealth Advisors first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Valued Wealth Advisors held 392 shares of KLA worth $118K as of Q2 2026.
Valued Wealth Advisors bought 112 KLA shares in Q2 2026, an estimated $22.2K.
KLA made up 0.04% of Valued Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Valued Wealth Advisors first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.