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Waverly Advisors’s KLA KLAC Stock Holding History

Waverly 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 		$5.33M Buy
17,677
+4,347
+33% +$863K 0.03% 430
2026
Q1 		$1.96M Buy
13,330
+1,720
+15% +$252K 0.01% 650
2025
Q4 		$1.41M Buy
11,610
+2,360
+26% +$277K 0.01% 664
2025
Q3 		$997K Buy
9,250
+1,680
+22% +$157K 0.01% 642
2025
Q2 		$678K Buy
7,570
+390
+5% +$29.3K 0.01% 726
2025
Q1 		$488K Buy
7,180
+140
+2% +$10.1K 0.01% 777
2024
Q4 		$444K Buy
+7,040
New +$476K 0.01% 712
2024
Q3 		– Sell
-3,140
Closed -$259K – 819
2024
Q2 		$259K Hold
3,140
– – 0.01% 702
2024
Q1 		$220K Buy
+3,140
New +$202K 0.01% 639
2014
Q1 		– Sell
-25,000
Closed -$161K – 779
2013
Q4 		$161K Hold
25,000
– – 0.06% 166
2013
Q3 		$152K Buy
+25,000
New +$147K 0.08% 118

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 $3.38T AUM 44.17% 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

Waverly Advisors's KLAC Position: Q2 2026 in Review

Waverly Advisors increased its KLA (KLAC) stake by 33% in Q2 2026, buying an estimated $863K and bringing the position to 17,677 shares worth $5.33M. The position accounts for 0.03% of the portfolio, ranked #430.

Waverly Advisors first reported a position in KLAC in Q3 2013 and has held it in 11 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Waverly Advisors held 17,677 shares of KLA worth $5.33M as of Q2 2026.
  • Waverly Advisors bought 4,347 KLA shares in Q2 2026, an estimated $863K.
  • KLA made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #430 holding.
  • Waverly Advisors first reported a position in KLA in Q3 2013 and has held it in 11 quarters since.
  • 2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.